Plan Ledger DOL Form 5500 · updated monthly

Dunnhumby Inc.401(k)

DUNNHUMBY INC. 401(K) PLAN · CINCINNATI, OH · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Dunnhumby Inc. reported $11,410 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,773 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 fell from 0.03% to 0.02%. 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 652nd-largest of 3,295 plans among Ohio employers on file, and the 2,730th of 11,654 in professional & technical services. In 2024, employees put in $1.76 for every $1.00 the employer contributed; active participation has grown from 196 to 271 since 2022.

Plan summary
Net assets, end of year$50,804,315
Participants with balances386
Active participants271
Employer contributions$1,835,357
Employee contributions$3,231,627
Employer contribution per active participant$6,773
Average account balance$131,617
Benefits paid to participants$3,046,528
Plan auditUnmodified (clean) audit opinion
AuditorBLUE & CO
Plan history3
Yearassets · accounts · employer contribution
2024$50.8M · 386 accts · $1.8M emplr
2023$41.6M · 344 accts · $1.5M emplr
2022$32.0M · 318 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,973
Investment management$9,437
Total administrative$11,410
The Dunnhumby Inc. 401(k) match · 2024
Employer contribution per active participant$6,773
Median for plans this size$2,416
2024$6,773 per active participant
2023$6,616 per active participant
2022$6,614 per active participant

Dunnhumby Inc.'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
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$9,437
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$2,554

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$11,410 · 0.02%
2023$10,555 · 0.03%
2022$10,090 · 0.03%
Same employer
Similar plansProfessional & Technical Services · Ohio
Gbq Holdings, LLC OH$53.0M · 0.01%
Brouse McDowell, OH$52.5M · 0.14%
Directions Research, Inc. OH$52.5M · 0.17%
Hixson Incorporated OH$51.0M · 0.05%
Zin Technologies, Inc. OH$49.3M · 0.15%
Cincom Systems, Inc. OH$48.7M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200469279 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.