# The Dave Thomas Family Companies, LLC 401(k) Plan
Source: https://planprovider.pro/companies/the-dave-thomas-family-companies-llc-401k-plan

> The Dave Thomas Family Companies, LLC's 401(k) plan: 548 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Dave Thomas Family Companies, LLC

- **Sponsor EIN:** 475504383

- **Sponsor Address:** 5131 POST RD., SUITE 203, DUBLIN, OH, 43017

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

- **Total Participants:** 548

- **Total Assets:** $9.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|548|$9.9M|$210,196|$333,292|

| 2023|527|$9.1M|$232,542|$318,749|

| 2022|482|$8.5M|$235,576|$337,017|

## 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|

| PROACCOUNT|INVESTMENT ADVISORY|$11,086|—|$11,086|

| APS PENTEGRA|CONTRACT ADMINISTRATOR|$9,214|—|$9,214|

| PLANCHEC(K) CPAS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PROACCOUNT](https://planprovider.pro/provider/nationwide-mutual-insurance-company) — INVESTMENT ADVISORY

- [APS PENTEGRA](https://planprovider.pro/provider/nationwide-mutual-insurance-company) — CONTRACT ADMINISTRATOR

- [PLANCHEC(K) CPAS](https://planprovider.pro/provider/plancheck-cpas-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $20,300

- **Estimated Expense Ratio:** 0.206% 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|$33,352|—|—|—|—|

| 2023|$93,226|—|$25,271|—|—|

| 2022|$105,366|—|—|—|—|

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