Retirement plan

DAHL AUTOMOTIVE LA CROSSE, INC. 401(K) PLAN

Name: DAHL AUTOMOTIVE LA CROSSE, INC. - DAHL AUTOMOTIVE LA CROSSE, INC. 401(K) PLAN (2024) Form 5500
Creator: DAHL AUTOMOTIVE LA CROSSE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DAHL AUTOMOTIVE LA CROSSE, INC. 401(K) PLAN, DAHL AUTOMOTIVE LA CROSSE, INC.

DAHL AUTOMOTIVE LA CROSSE, INC.EIN 39-0749958Plan #001PY 2024

711 SOUTH 3RD ST - LA CROSSE, WI 54601608-784-9600LinkedIn1-10 employeesretail

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$23.1M

+27.8% from 2023

Total participants

612

+36.6% from 2023

Average account balance

$53,671

+0.5% from 2023

Annual return

19.67%

+2.63 pp from 2023

Benchmarks

See 1,305 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants250-999

Cohort1,305 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$23.13M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$54K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

431

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

66.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.91M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+19.67%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$220

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 1 by compensation

Provider	Service type	Compensation
TRUST POINT INC10+ years Service code 15 · EIN 39-0415000	Recordkeeping	$94,735

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$95K

$174 / participant

Investment mgmt$95K100.0%

% of EOY assets

0.410%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BAKER TILLY US, LLP
Auditor EIN: 301413443
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$53,671

$54,245-1.1%

$93,727-42.7%

$77,762-31.0%

Participation rate

66.8%

63.9%+2.9pp

68.7%-1.9pp

70.6%-3.8pp

Annual return

19.67%

30.58%-10.9pp

133.83%-114.2pp

31.27%-11.6pp

Employer contribution / active EE

$1,909

$1,168+63.5%

$2,421-21.1%

$2,728-30.0%

Participant deferral / active EE

$3,427

$3,144+9.0%

$4,417-22.4%

$4,651-26.3%

Admin fee / account holder

$220

$575-61.8%

$8,292-97.3%

$433-49.2%

Provider

Service type

Compensation

TRUST POINT INC10+ years

Service code 15 · EIN 39-0415000

Recordkeeping

$94,735

DAHL AUTOMOTIVE LA CROSSE, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DAHL AUTOMOTIVE LA CROSSE, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion