Plan Ledger DOL Form 5500 · updated monthly

The Dave Thomas Family Companies, LLC401(k)

THE DAVE THOMAS FAMILY COMPANIES, LLC 401(K) PROFIT SHARING PLAN · DUBLIN, OH · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

The Dave Thomas Family Companies, LLC reported $33,352 in plan administrative expenses for 2024: 0.35% of average plan assets, below the peer median. Employer contributions averaged $384 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 2 years on file its reported administrative ratio fell from 1.11% to 0.35%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Ohio (2,001st of 3,295), and the 566th of 2,240 in accommodation & food services. In 2024, employees put in $1.59 for every $1.00 the employer contributed; active participation has grown from 482 to 548 since 2022.

Plan summary
Net assets, end of year$9,858,743
Participants with balances168
Active participants548
Employer contributions$210,196
Employee contributions$333,292
Employer contribution per active participant$384
Average account balance$58,683
Benefits paid to participants$683,766
Plan auditUnmodified (clean) audit opinion
AuditorPLANCHEC(K) CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$9.9M · 168 accts · $210K emplr
2023$9.1M · 179 accts · $233K emplr
2022$8.5M · 203 accts · $236K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,352
Total administrative$33,352
The The Dave Thomas Family Companies, LLC 401(k) match · 2024
Employer contribution per active participant$384
Median for plans this size$1,313
2024$384 per active participant
2023$441 per active participant
2022$489 per active participant

The Dave Thomas Family Companies, LLC's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 · 20243
NATIONWIDE · Recordkeeping$2,815
PROACCOUNT · Investment advisory (participants)$11,086
APS PENTEGRA · Contract administrator$9,214

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

Recordkeeper by year2
2024Nationwide
2023Nationwide

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Administrative cost history3
2024$33,352 · 0.35%
2023$93,226 · 1.06%
2022$105,366 · 1.11%
Similar plansAccommodation & Food Services · Ohio
City Barbeque OH$15.3M · 0.48%
Skyline Chili, LLC OH$14.1M · 0.32%
Gosh Enterprises Inc OH$12.6M · 0.53%
Scott M & a Corporation OH$8.5M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 475504383 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.