Plan Ledger DOL Form 5500 · updated monthly

Ducker Research N.A. LLC401(k)

DUCKER CARLISLE LLC 401(K) PLAN · TROY, MI · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Ducker Research N.A. LLC reported $45,163 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $5,584 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,033rd-largest of 2,619 plans among Michigan employers on file, and the 5,536th of 11,654 in professional & technical services. In 2024, employees put in $2.22 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,037,559
Participants with balances162
Active participants133
Employer contributions$742,640
Employee contributions$1,650,533
Employer contribution per active participant$5,584
Average account balance$123,689
Benefits paid to participants$379,608
Plan auditUnmodified (clean) audit opinion
AuditorSCHLAUPITZ MADHAVEN, PC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,145
Investment management$42,018
Total administrative$45,163
The Ducker Research N.A. LLC 401(k) match · 2024
Employer contribution per active participant$5,584
Median for plans this size$2,416

Ducker Research N.A. LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
MML INVESTOR SERVICES LLC · Investment advisory (plan)$41,743
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$3,145

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

Administrative cost history1
2024$45,163 · 0.25%
Same employer
Similar plansProfessional & Technical Services · Michigan
Gongos, LLC MI$21.2M · 0.17%
Collins Einhorn Farrell PC MI$20.9M · 0.42%
Dako Resources LLC MI$20.9M · 0.70%
Disher Corp. MI$20.3M · 0.21%
Kunz Leigh, & Associates MI$19.8M · 0.36%
Spendmend, LLC MI$19.6M · 0.54%
Soar Technology Inc MI$19.0M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205456014 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.