Plan Ledger DOL Form 5500 · updated monthly

Leo a Daly Company401(k)

LEO A. DALY RETIREMENT SAVINGS AND INVESTMENT TRUST · OMAHA, NE · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Leo a Daly Company reported $177,153 in plan administrative expenses for 2024: 0.11% of average plan assets, below the peer median. Employer contributions averaged $3,822 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 0.10% to 0.11%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 42nd-largest of 565 plans among Nebraska employers on file, and the 926th of 11,654 in professional & technical services. In 2024, employees put in $2.83 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$172,629,827
Participants with balances1,260
Active participants766
Employer contributions$2,927,960
Employee contributions$8,278,459
Employer contribution per active participant$3,822
Average account balance$137,008
Benefits paid to participants$20,346,563
Plan auditUnmodified (clean) audit opinion
AuditorFRANKEL LLC
Plan history3
Yearassets · accounts · employer contribution
2024$172.6M · 1,260 accts · $2.9M emplr
2023$159.8M · 1,306 accts · $2.6M emplr
2022$133.6M · 1,265 accts · $2.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$177,153
Total administrative$177,153
The Leo a Daly Company 401(k) match · 2024
Employer contribution per active participant$3,822
Median for plans this size$3,635
2024$3,822 per active participant
2023$3,445 per active participant
2022$2,780 per active participant

Leo a Daly Company's 2024 employer contribution ran above the $3,635 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.

Service providers · 20242
QDRO CONSULTANTS COMPANY, LLC$300

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$177,153 · 0.11%
2023$144,454 · 0.10%
2022$136,933 · 0.10%
Same employer
Similar plansProfessional & Technical Services · Nebraska
Dlr Holding Company NE$477.8M · 0.03%
Tenaska, Inc NE$390.4M · 0.04%
Oei, Inc. NE$276.6M · 0.14%
Gallup, Inc. NE$263.1M · 0.10%
Baird Holm LLP NE$109.5M · 0.21%
Cassling NE$78.5M · 0.14%
Celerion, Inc. NE$68.0M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470363104 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.