Plan Ledger DOL Form 5500 · updated monthly

Y&D Corp dba Dorsch Ford Lincoln Kia401(k)

DORSCH FORD 401(K) PROFIT SHARING PLAN · GREEN BAY, WI · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Y&D Corp dba Dorsch Ford Lincoln Kia reported $38,914 in plan administrative expenses for 2024: 0.43% of average plan assets, below the peer median. Employer contributions averaged $335 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 3 years on file its reported administrative ratio has held roughly steady near 0.43%. 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 Wisconsin (1,276th of 1,936), and 2,632nd of 5,215 in retail trade. In 2024, employees put in $13.44 for every $1.00 the employer contributed; active participation has grown from 172 to 215 since 2022.

Plan summary
Net assets, end of year$9,958,124
Participants with balances211
Active participants215
Employer contributions$71,918
Employee contributions$966,278
Employer contribution per active participant$335
Average account balance$47,195
Benefits paid to participants$554,521
Plan auditUnmodified (clean) audit opinion
AuditorKERBERROSE SC
Plan history3
Yearassets · accounts · employer contribution
2024$10.0M · 211 accts · $72K emplr
2023$8.2M · 178 accts · $56K emplr
2022$7.1M · 170 accts · $73K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,982
Investment management$29,932
Total administrative$38,914
The Y&D Corp dba Dorsch Ford Lincoln Kia 401(k) match · 2024
Employer contribution per active participant$335
Median for plans this size$1,313
2024$335 per active participant
2023$286 per active participant
2022$422 per active participant

Y&D Corp dba Dorsch Ford Lincoln Kia'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 · 20242
RBC WEALTH MANAGEMENT · Investment advisory (plan)$29,932
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$8,982

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$38,914 · 0.43%
2023$43,707 · 0.57%
2022$34,518 · 0.45%
Same employer
Similar plansRetail Trade · Wisconsin
Hanover Direct, Inc. WI$10.8M · 0.06%
The Konop Companies, Inc. WI$10.4M · 0.49%
Davians, Inc. WI$10.0M · 0.10%
Colder's, Inc. WI$9.5M · 0.40%
Ken Vance Car City, Inc. WI$9.4M · 0.68%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391137195 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.