Plan Ledger DOL Form 5500 · updated monthly

Dsi Distributing Inc.401(k)

DSI DISTRIBUTING, INC. DEFINED CONTRIBUTION PLAN AND TRUST · URBANDALE, IA · plan year 2024

Reported admin expense ratio · 2024
0.44%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Dsi Distributing Inc. reported $69,399 in plan administrative expenses for 2024: 0.44% of average plan assets, above the peer median. Employer contributions averaged $1,694 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.42% to 0.44%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 436th-largest of 878 plans among Iowa employers on file, and the 2,117th of 4,246 in wholesale trade. In 2024, employees put in $2.60 for every $1.00 the employer contributed; active participation has grown from 315 to 361 since 2022.

Plan summary
Net assets, end of year$17,509,125
Participants with balances395
Active participants361
Employer contributions$611,389
Employee contributions$1,587,883
Employer contribution per active participant$1,694
Average account balance$44,327
Benefits paid to participants$530,452
Plan auditUnmodified (clean) audit opinion
AuditorUHY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$17.5M · 395 accts · $611K emplr
2023$13.8M · 370 accts · $484K emplr
2022$10.7M · 437 accts · $463K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,770
Investment management$7,629
Total administrative$69,399
The Dsi Distributing Inc. 401(k) match · 2024
Employer contribution per active participant$1,694
Median for plans this size$2,416
2024$1,694 per active participant
2023$1,486 per active participant
2022$1,469 per active participant

Dsi Distributing Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
RETIRERIGHT LLC$31,000
EMPOWER ADVISORY GROUP, LLC · Investment management$7,629

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$69,399 · 0.44%
2023$54,221 · 0.44%
2022$47,147 · 0.42%
Similar plansWholesale Trade · Iowa
Igd Industries, Inc. IA$20.5M · 0.42%
O'Rourke Bros., Inc. IA$18.9M · 0.34%
Loffredo Gardens, Inc. IA$18.0M · 0.06%
Ccb Packaging, Inc. IA$15.9M · 0.66%
Arona Corporation IA$14.9M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 352034369 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.