Plan Ledger DOL Form 5500 · updated monthly

Tim Dahle Imports Inc.401(k)

TIM DAHLE IMPORTS INC. 401(K) PLAN · MURRAY, UT · plan year 2024

Reported admin expense ratio · 2024
0.48%

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

Tim Dahle Imports Inc. reported $43,036 in plan administrative expenses for 2024: 0.48% of average plan assets, below the peer median. Employer contributions averaged $0 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 rose from 0.30% to 0.48%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Utah (471st of 848), and 2,682nd of 5,215 in retail trade.

Plan summary
Net assets, end of year$9,682,848
Participants with balances967
Active participants441
Employer contributions$0
Employee contributions$1,181,631
Employer contribution per active participant$0
Average account balance$10,013
Benefits paid to participants$693,257
Plan auditUnmodified (clean) audit opinion
AuditorK&C, CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$9.7M · 967 accts
2023$8.2M · 931 accts
2022$6.3M · 796 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,939
Investment management$97
Total administrative$43,036
The Tim Dahle Imports Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Tim Dahle Imports Inc.'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 · 20244
NATIONAL BENEFIT SERVICES, LLC · Contract administrator$28,085
EMPOWER ADVISORY GROUP, LLC · Investment management$97
MORGAN STANLEY SMITH BARNEY LLCindirect comp

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

Administrative cost history3
2024$43,036 · 0.48%
2023$22,006 · 0.30%
2022$18,449 · 0.30%
Same employer
Similar plansRetail Trade · Utah
Lee's Marketplace UT$12.1M · 0.56%
Siskin Enterprises, Inc. UT$10.5M · 0.42%
Pw Companies, LLC UT$9.4M · 0.94%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870462662 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.