Plan Ledger DOL Form 5500 · updated monthly

Dunlap & Kyle Co., Inc.401(k)

THE DUNLAP & KYLE CO., INC. PROFIT SHARING PLAN AND TRUST · BATESVILLE, MS · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Dunlap & Kyle Co., Inc. reported $176,393 in plan administrative expenses for 2024: 0.14% of average plan assets, above the peer median. Employer contributions averaged $1,436 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 0.13% to 0.14%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 20th-largest of 367 plans among Mississippi employers on file, and the 332nd of 4,246 in wholesale trade. In 2024, employees put in $2.94 for every $1.00 the employer contributed; active participation has grown from 1,577 to 1,763 since 2022.

Plan summary
Net assets, end of year$133,243,283
Participants with balances2,060
Active participants1,763
Employer contributions$2,531,965
Employee contributions$7,451,230
Employer contribution per active participant$1,436
Average account balance$64,681
Benefits paid to participants$8,579,096
Plan auditUnmodified (clean) audit opinion
AuditorFRAZIER AND DEETER, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$133.2M · 2,060 accts · $2.5M emplr
2023$117.7M · 1,902 accts · $2.7M emplr
2022$103.6M · 1,864 accts · $2.1M emplr
The Dunlap & Kyle Co., Inc. 401(k) match · 2024
Employer contribution per active participant$1,436
Median for plans this size$3,635
2024$1,436 per active participant
2023$1,636 per active participant
2022$1,308 per active participant

Dunlap & Kyle Co., Inc.'s 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$105,143
WPB PLLC · Recordkeeping$23,750
HARDY REED LLC · Consulting$40,000
HUB INTERNATIONAL GULF SOUTH · Consulting$7,500

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

Recordkeeper by year2
2024Vanguard, WPB PLLC
2023Vanguard, WILLIAMS PITTS AND BEARD PLLC

This plan has changed recordkeepers within these filings. If you left Dunlap & Kyle Co., Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$176,393 · 0.14%
2023$134,409 · 0.12%
2022$142,819 · 0.13%
Same employer
Similar plansWholesale Trade · Mississippi
Ergon, Inc. MS$770.8M · 0.08%
Future Electronics Corp. MS$137.7M · 0.06%
G & S Enterprises, Inc. MS$43.3M · 0.17%
Wade, Incorporated MS$29.8M · 0.23%
Mitchell Companies, LLC MS$26.6M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 640349856 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.