Retirement plan

THE DINGLEY PRESS 401(K) RETIREMENT PLAN

Name: THE DINGLEY PRESS, INC. - THE DINGLEY PRESS 401(K) RETIREMENT PLAN (2024) Form 5500
Creator: THE DINGLEY PRESS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE DINGLEY PRESS 401(K) RETIREMENT PLAN, THE DINGLEY PRESS, INC.

THE DINGLEY PRESS, INC.EIN 46-3358200Plan #001PY 2024

119 LISBON STREET - LISBON, ME 04250207-353-1546dingley.comLinkedIn201-500 employeesprinting

Prospect flagsLow employer contributionCorrective distributions

How to read this page

Total assets (EOY)

$14.6M

+13.0% from 2023

Total participants

371

-5.6% from 2023

Average account balance

$42,419

+19.3% from 2023

Annual return

13.14%

-2.28 pp from 2023

Benchmarks

See 1,157 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort1,157 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.59M

Not enough data

1 years with asset history on file

Average account balance

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

$42K

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.

344

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.

91.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.20M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+13.14%

Not enough data

1 years with return on file

Admin fee / account holder

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

$226

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 4 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044	Shareholder servicing fees; Finders' ...	$44,556
RICHARD J. WOLF & COMPANY4 years Filed as: RICHARD BROTHERS FINANCIAL ADVISORS Service code 16 · EIN 01-0510740	Consulting	$33,028
MID ATLANTIC CAPITAL CORPORATION8 years Service code 33 · EIN 25-1409618	Securities brokerage; Securities brok...	$0
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567	Securities brokerage commissions and ...	$0

Plan features & details

Pension benefit codes2F2G2J2T3D

Plan features

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.

Opportunity flags

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$78K

$239 / participant

Recordkeeping$45K57.4%
Investment mgmt$33K42.6%

% of EOY assets

0.532%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: ALBIN, RANDALL & BENNETT, CPAS
Auditor EIN: 010448006
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$42,419

$92,186-54.0%

$105,624-59.8%

$77,762-45.4%

Participation rate

91.7%

81.0%+10.7pp

75.3%+16.4pp

70.6%+21.1pp

Annual return

13.14%

17.83%-4.7pp

116.20%-103.1pp

31.27%-18.1pp

Employer contribution / active EE

$970

$3,376-71.3%

$3,168-69.4%

$2,728-64.4%

Participant deferral / active EE

$2,709

$5,395-49.8%

$5,013-46.0%

$4,651-41.7%

Admin fee / account holder

$226

$219+3.0%

$10,961-97.9%

$433-47.9%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS10+ years

Service code 12 · EIN 13-3689044

Shareholder servicing fees; Finders' ...

$44,556

RICHARD J. WOLF & COMPANY4 years

Filed as: RICHARD BROTHERS FINANCIAL ADVISORS

Service code 16 · EIN 01-0510740

Consulting

$33,028

MID ATLANTIC CAPITAL CORPORATION8 years

Service code 33 · EIN 25-1409618

Securities brokerage; Securities brok...

NATIONAL FINANCIAL SERVICES10+ years

Service code 33 · EIN 04-3523567

Securities brokerage commissions and ...

THE DINGLEY PRESS 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE DINGLEY PRESS 401(K) RETIREMENT 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