Plan Ledger DOL Form 5500 · updated monthly

Terra Dotta, LLC401(k)

TERRA DOTTA, LLC 401(K) PLAN · CHAPEL HILL, NC · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Terra Dotta, LLC reported $3,863 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,651 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 fell from 0.09% to 0.08%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in North Carolina (1,403rd of 2,005), and 1,842nd of 2,199 in information & media. In 2024, employees put in $1.60 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,601,773
Participants with balances94
Active participants94
Employer contributions$437,180
Employee contributions$699,455
Employer contribution per active participant$4,651
Average account balance$59,593
Benefits paid to participants$419,241
Plan auditUnmodified (clean) audit opinion
AuditorROMEO, WIGGINS & COMPANY, LLP
Plan history2
Yearassets · accounts · employer contribution
2024$5.6M · 94 accts · $437K emplr
2023$4.3M · 121 accts · $324K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,863
Total administrative$3,863
The Terra Dotta, LLC 401(k) match · 2024
Employer contribution per active participant$4,651
Median for plans this size$1,313
2024$4,651 per active participant
2023$3,996 per active participant

Terra Dotta, LLC'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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$28,238

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 history2
2024$3,863 · 0.08%
2023$3,839 · 0.09%
Same employer
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Gdc America, Inc. NC$8.8M · 0.11%
Jupiterone, Inc. NC$5.3M · 0.58%
Real Magic, Inc. NC$5.1M · 0.09%
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Carnow NC$4.3M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 562279426 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.