Plan Ledger DOL Form 5500 · updated monthly

Robert Dietrick Co., Inc.401(k)

ROBERT DIETRICK CO., INC. 401(K) PROFIT SHARING PLAN · FISHERS, IN · plan year 2024

Reported admin expense ratio · 2024
0.48%

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

Robert Dietrick Co., Inc. reported $27,974 in plan administrative expenses for 2024: 0.48% of average plan assets, below the peer median. Employer contributions averaged $1,981 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 $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Indiana (1,075th of 1,562), and 3,419th of 4,246 in wholesale trade. In 2024, employees put in $2.73 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,516,605
Participants with balances155
Active participants137
Employer contributions$271,369
Employee contributions$740,605
Employer contribution per active participant$1,981
Average account balance$42,043
Benefits paid to participants$324,564
Plan auditUnmodified (clean) audit opinion
The Robert Dietrick Co., Inc. 401(k) match · 2024
Employer contribution per active participant$1,981
Median for plans this size$1,313

Robert Dietrick Co., Inc.'s 2024 employer contribution ran above the $1,313 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 · 20248
T. ROWE PRICE RPS, INC. · Recordkeeping · Trustee$27,974
AMERICAN FUNDS · Investment managementindirect comp
VANGUARD · Investment managementindirect comp
LORD ABBETT · Investment managementindirect comp
AB GLOBAL · Investment managementindirect comp
VIRTUS INVESTMENT PARTNERS · Investment managementindirect comp
FIDELITY · Investment managementindirect comp
TRANSAMERICA FUNDS · Investment managementindirect comp

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

Administrative cost history1
2024$27,974 · 0.48%
Same employer
Similar plansWholesale Trade · Indiana
New Carbon Company, LLC IN$8.6M · 0.63%
J.O. Mory, Inc. IN$7.7M · 0.92%
Metalx, LLC IN$5.4M · 0.61%
Evapar, Inc. IN$5.2M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351385992 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.