# Dayton-Heidelberg Distributiong Co., LLC 401(k) Plan
Source: https://planprovider.pro/companies/dayton-heidelberg-distributing-co-llc-401k-plan-001

> Dayton-Heidelberg Distributiong Co., LLC's 401(k) plan: 1,356 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Dayton-Heidelberg Distributiong Co., LLC

- **Sponsor EIN:** 310620091

- **Sponsor Address:** 3601 DRYDEN RD, MORAINE, OH, 454391411

- **Plan Type:** 401(k)

- **Total Participants:** 1,356

- **Total Assets:** $102.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,356|$102.1M|$2.3M|$4.3M|

| 2023|1,604|$97.1M|$3.9M|$3.4M|

| 2022|1,595|$90.5M|$2.6M|$5.1M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$144,916|—|$144,916|

| MORGAN STANLEY|INVESTMENT ADVISOR|$55,000|—|$55,000|

| ESLER & VANDERSCHAAFF CO., LPA|ATTORNEY|$33,345|—|$33,345|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$10,644|—|$10,644|

| FHF|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [FHF](https://planprovider.pro/provider/flagel-huber-flagel) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $243,905

- **Estimated Expense Ratio:** 0.239% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$248,905|$65,644|—|—|—|

| 2023|$285,125|$59,530|—|$35,144|—|

| 2022|$194,886|$56,122|$125,006|—|$13,758|

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