Plan Ledger DOL Form 5500 · updated monthly

P. Graham Dunn, Inc.401(k)

P. GRAHAM DUNN, INC. 401(K) PLAN · DALTON, OH · plan year 2023

Reported admin expense ratio · 2023
0.12%

P. Graham Dunn, Inc. reported $5,963 in plan administrative expenses for 2023: 0.12% of average plan assets, lower than ~75% of peers. 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 0.13% to 0.08%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Ohio (2,521st of 3,295), and 11,131st of 13,661 in manufacturing. active participation has shrunk from 151 to 124 since 2022.

Plan summary
Net assets, end of year$5,134,984
Participants with balances121
Active participants124
Employer contributions—
Employee contributions$369,227
Employer contribution per active participant—
Average account balance$42,438
Benefits paid to participants$469,835
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.8M · 102 accts
2023$5.1M · 121 accts
2022$4.5M · 150 accts · $160K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$5,963
Total administrative$5,963
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$47,442

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

Recordkeeper by year2
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$3,930 · 0.08%
2023$5,963 · 0.12%
2022$6,291 · 0.13%
All plans at this employer2
P. GRAHAM DUNN, INC. 401(K) PLAN401(k)
P. GRAHAM DUNN, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Similar plansManufacturing · Ohio
Fresh Products, LLC OH$5.3M · 0.87%
Brt Extrusions, Inc. OH$5.2M · 1.58%
Co-Ax Technology OH$5.1M · 0.06%
Superior Production LLC OH$5.0M · 0.49%
Gray America Corp. OH$4.9M · 0.81%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341667697 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.