Plan Ledger DOL Form 5500 · updated monthly

M. Dyer & Sons, Inc.ESOP

M. DYER & SONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN · PEARL CITY, HI · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

M. Dyer & Sons, Inc. reported $7,776 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $15,908 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 0.10% to 0.11%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Hawaii (182nd of 269), and 1,360th of 2,677 in transportation & warehousing.

Plan summary
Net assets, end of year$7,412,073
Participants with balances109
Active participants54
Employer contributions$859,007
Employee contributions—
Employer contribution per active participant$15,908
Average account balance$68,001
Benefits paid to participants$638,038
Plan auditDisclaimer of opinion
AuditorCW ASSOCIATES CPAS
Plan history2
Yearassets · accounts · employer contribution
2024$7.4M · 109 accts · $859K emplr
2023$7.3M · 108 accts · $732K emplr
Administrative expenses, itemized · 2024
Investment management$7,686
Total administrative$7,776
Employer contributions to the M. Dyer & Sons, Inc. plan · 2024
Employer contribution per active participant$15,908
Median for plans this size$1,313
2024$15,908 per active participant
2023$12,200 per active participant

M. Dyer & Sons, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20241
MERRILL · Investment management$7,686

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

Administrative cost history2
2024$7,776 · 0.11%
2023$6,833 · 0.10%
Same employer
Similar plansTransportation & Warehousing · Hawaii
Pacific Transfer LLC HI$14.8M · 0.45%
Paradise Cruise, LTD. HI$8.5M · 0.28%
Ground Transport, Inc. HI$6.6M · 0.82%
Pineridge Farms, Inc HI$4.9M · 0.87%
E Noa Corporation HI$3.4M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990118901 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.