Plan Ledger DOL Form 5500 · updated monthly

Dunavant Enterprises, Inc.401(k)

DUNAVANT ENTERPRISES, INC. REVISED PROFIT SHARING PLAN · MEMPHIS, TN · plan year 2023

Reported admin expense ratio · 2023
0.12%

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

Dunavant Enterprises, Inc. reported $33,424 in plan administrative expenses for 2023: 0.12% of average plan assets, below the peer median. Employer contributions averaged $2,946 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 1 year on file its reported administrative ratio rose from 0.11% to 0.12%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other wholesale trade employers. By assets it is the 432nd-largest of 1,496 plans among Tennessee employers on file, and the 1,414th of 4,246 in wholesale trade. In 2023, employees put in $2.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$28,553,347
Participants with balances257
Active participants150
Employer contributions$441,920
Employee contributions$970,791
Employer contribution per active participant$2,946
Average account balance$111,103
Benefits paid to participants$2,256,628
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$28.6M · 257 accts · $442K emplr
2022$25.2M · 234 accts · $386K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$7,754
Investment management$25,670
Total administrative$33,424
The Dunavant Enterprises, Inc. 401(k) match · 2023
Employer contribution per active participant$2,946
Median for plans this size$2,440
2023$2,946 per active participant
2022$3,063 per active participant

Dunavant Enterprises, Inc.'s 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
MINNESOTA LIFE INSURANCE COMPANY · Contract administrator · Recordkeeping$33,424

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$33,424 · 0.12%
2022$33,562 · 0.11%
Same employer
Similar plansWholesale Trade · Tennessee
Ajax Turner Co., Inc. TN$28.2M · 0.61%
The Lilly Company TN$27.1M · 0.02%
Hankook Tire America Corp. TN$26.3M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 620852601 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.