Plan Ledger DOL Form 5500 · updated monthly

Dxr Finance 3 LLC401(k)

TRUE HARVEST & THERAPLANT 401(K) PLAN · WATERTOWN, CT · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Dxr Finance 3 LLC reported $787 in plan administrative expenses for 2024: 0.18% of average plan assets, lower than ~75% of peers. Employer contributions averaged $951 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 under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Connecticut (1,079th of 1,106), and 5,078th of 5,215 in retail trade. In 2024, employees put in $1.50 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$428,112
Participants with balances225
Active participants181
Employer contributions$172,181
Employee contributions$258,349
Employer contribution per active participant$951
Average account balance$1,903
Benefits paid to participants$10,612
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Investment management$787
Total administrative$787
The Dxr Finance 3 LLC 401(k) match · 2024
Employer contribution per active participant$951
Median for plans this size$540

Dxr Finance 3 LLC's 2024 employer contribution ran above the $540 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2024$787 · 0.18%
Similar plansRetail Trade · Connecticut
Waverly Markets, LLC CT$2.2M · 0.88%
Trackman, Inc. CT$1.8M · 0.03%
Michaels, Inc. CT$1.6M · 0.02%
Express Kitchen, Inc. CT$1.3M · 1.00%
Trexcon Inc. MO$443K · 0.84%
Sullivan's Inc. MS$431K · 1.41%
Grg USA, LLC DE$428K · 0.81%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 932470503 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.