Retirement plan

DIT AMERICA, LLC 401(K) PLAN

Name: DIT AMERICA, LLC - DIT AMERICA, LLC 401(K) PLAN (2023) Form 5500
Creator: DIT AMERICA, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DIT AMERICA, LLC 401(K) PLAN, DIT AMERICA, LLC

DIT AMERICA, LLCEIN 99-0364477Plan #001PY 2023

10975 GRANDVIEW DR., STE 150 - OVERLAND PARK, KS 66210913-998-0026dit-america.comLinkedIn11-50 employeescomputer software

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$188K

+206.1% from 2022

Total participants

+12.5% from 2022

Average account balance

$5,382

+162.4% from 2022

Annual return

30.45%

+30.45 pp from 2022

Benchmarks

See 28,714 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort28,714 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$550K

Not enough data

1 years with asset history on file

Average account balance

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

$13K

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.

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.

84.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$183K

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

+18.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$573

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

0 years with F_SCH_H allocation on file

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

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J2T2D

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$3K

$89 / participant

Other / not subdivided$3K100.0%

% of EOY assets

1.846%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$5,382

$93,589-94.2%

$135,942-96.0%

$75,181-92.8%

Participation rate

74.4%

75.2%-0.8pp

81.9%-7.6pp

67.2%+7.2pp

Annual return

30.45%

30.90%-0.5pp

68.28%-37.8pp

160.69%-130.2pp

Employer contribution / active EE

$1,191

$3,537-66.3%

$4,858-75.5%

$2,671-55.4%

Participant deferral / active EE

$1,602

$6,405-75.0%

$7,759-79.4%

$4,126-61.2%

Admin fee / account holder

$99

$6,977-98.6%

$10,764-99.1%

$5,650-98.2%

DIT AMERICA, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DIT AMERICA, LLC 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