Plan Snapshot
- Plan Sponsor: Dorothy Lane Market, INC
- Sponsor EIN: 310561868
- Sponsor Address: 6135 FAR HILLS AVE, DAYTON, OH, 45459
- Plan Type: 401(k)
- Total Participants: 686
- Total Assets: $19.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 686 | $19.2M | $204,140 | $1.4M |
| 2023 | 699 | $17.0M | $182,699 | $1.3M |
| 2022 | 527 | $14.6M | $158,172 | $1.2M |
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 |
|---|---|---|---|---|
| EVERHART FINANCIAL GROUP INC | SERVICE PROVIDER | — | $36,502 | $36,502 |
| STROH JOHNSON CPA'S | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EVERHART FINANCIAL GROUP INC — SERVICE PROVIDER
- STROH JOHNSON CPA'S — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,502
- Estimated Expense Ratio: 0.190% 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 | $58,827 | $46 | $57,481 | — | — |
| 2023 | $41,636 | — | $41,636 | — | — |
| 2022 | $44,848 | — | — | — | — |