Plan Ledger DOL Form 5500 · updated monthly

Proactive Dealer Solutions, LLC401(k)

PROACTIVE DEALER SOLUTIONS, LLC 401(K) PLAN · HUNTERSVILLE, NC · plan year 2022

Reported admin expense ratio · 2022
1.97%

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

Proactive Dealer Solutions, LLC reported $17,113 in plan administrative expenses for 2022: 1.97% of average plan assets, higher than ~75% of peers. Employer contributions averaged $140 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 4,041 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in North Carolina (1,894th of 2,005), and 11,264th of 11,654 in professional & technical services. In 2022, employees put in $19.82 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$939,345
Participants with balances80
Active participants141
Employer contributions$19,807
Employee contributions$392,488
Employer contribution per active participant$140
Average account balance$11,742
Benefits paid to participants$108,816
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,725
Investment management$15,388
Total administrative$17,113
The Proactive Dealer Solutions, LLC 401(k) match · 2022
Employer contribution per active participant$140
Median for plans this size$331

Proactive Dealer Solutions, LLC's 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$17,113 · 1.97%
Same employer
Similar plansProfessional & Technical Services · North Carolina
Millennia NC$1.1M · 0.05%
Tosaf Usa,Inc. NC$1.0M · 0.12%
Bobbees Bottling, Inc. NC$954K · 1.32%
Holden Temporaries, Inc. NC$757K · 0.11%
Isolved Peo, LLC NC$688K · 0.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205136220 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.