Plan Ledger DOL Form 5500 · updated monthly

Dubois & King, Inc.401(k)

DUBOIS & KING, INC. PROFIT SHARING 401(K) PLAN · RANDOLPH, VT · plan year 2023

Reported admin expense ratio · 2023
0.22%

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

Dubois & King, Inc. reported $41,001 in plan administrative expenses for 2023: 0.22% of average plan assets, below the peer median. Employer contributions averaged $1,040 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 has held roughly steady near 0.215%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 86th-largest of 230 plans among Vermont employers on file, and the 5,222nd of 11,654 in professional & technical services. In 2023, employees put in $8.06 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$21,878,109
Participants with balances183
Active participants142
Employer contributions$147,642
Employee contributions$1,190,283
Employer contribution per active participant$1,040
Average account balance$119,553
Benefits paid to participants$1,332,300
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$21.9M · 183 accts · $148K emplr
2022$16.2M · 170 accts · $124K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$16,820
Investment management$24,181
Total administrative$41,001
The Dubois & King, Inc. 401(k) match · 2023
Employer contribution per active participant$1,040
Median for plans this size$2,440
2023$1,040 per active participant
2022$900 per active participant

Dubois & King, Inc.'s 2023 employer contribution ran below the $2,440 median for plans its size, in the bottom quarter of its peers. 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
KESTRA FINANCIAL INC · Investment advisory (plan)$24,181
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$16,820

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

Administrative cost history2
2023$41,001 · 0.22%
2022$33,240 · 0.22%
All plans at this employer2
DUBOIS & KING, INC. PROFIT SHARING 401(K) PLAN401(k)
DUBOIS & KING EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansProfessional & Technical Services · Vermont
A.N. Deringer, Inc. VT$60.6M · 0.36%
Hallam Associates, Inc. VT$35.2M · 0.30%
Chroma Technology Corp VT$32.2M · 0.01%
Gallagher Flynn & Co., LLP VT$20.8M · 0.25%
Asic North, Inc. VT$20.8M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 030224555 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.