Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Dewey's Bakery
Dewey's Bakery 401(k)
- Manufacturing
- Winston Salem, NC
- EIN 56-1246882
- 1 plan with Schedule H financials
- Plan year 2024
- Dewey's Bakery, Inc.
Administrative expenses excluding investment management, per participant · Dewey's Bakery, Inc. 401(k) Profit Sharing Plan · plan year 2024
$151.53
Higher than 66% of the 14,713 plans $1 to 10M that report it.
Source
= $17,880 / 118
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251003123250NAL0001389569001, received 2025-10-03
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251003123250NAL0001389569001, received 2025-10-03
Percentiles compare this plan with the Schedule H plans $1 to 10M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-03.
Cost and contributions
Administrative expenses per participant
$182.53
Higher than 58% of the 15,210 plans $1 to 10M that report it.
Source
= $21,538 / 118
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251003123250NAL0001389569001, received 2025-10-03
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251003123250NAL0001389569001, received 2025-10-03
Administrative expenses as a share of assets
0.756%
Higher than 72% of the 15,243 plans $1 to 10M that report it.
Source
= $21,538 / $2,848,856
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251003123250NAL0001389569001, received 2025-10-03
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251003123250NAL0001389569001, received 2025-10-03
Employer contributions per participant
$2,008
Higher than 73% of the 13,342 plans $1 to 10M that report it.
Source
= $236,903 / 118
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251003123250NAL0001389569001, received 2025-10-03
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251003123250NAL0001389569001, received 2025-10-03
Employer share of total contributions
36.8%
Higher than 78% of the 13,370 plans $1 to 10M that report it.
Source
= $236,903 / $643,608
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251003123250NAL0001389569001, received 2025-10-03
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251003123250NAL0001389569001, received 2025-10-03
Plan terms, as stated in Dewey's Bakery, Inc.'s SEC filings
Plan terms are not published in public filings.
Plan features
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3F · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251003123250NAL0001389569001, received 2025-10-03
Full record, Dewey's Bakery, Inc. 401(k) Profit Sharing Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | DEWEY'S BAKERY, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251003123250NAL0001389569001, received 2025-10-03 |
| Plan name | DEWEY'S BAKERY, INC. 401(K) PROFIT SHARING PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251003123250NAL0001389569001, received 2025-10-03 |
| Sponsor EIN / plan number | 56-1246882 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251003123250NAL0001389569001, received 2025-10-03 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251003123250NAL0001389569001, received 2025-10-03 |
| Sponsor location | WINSTON SALEM, NC | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251003123250NAL0001389569001, received 2025-10-03 |
| Industry (business code) | 311800, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251003123250NAL0001389569001, received 2025-10-03 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251003123250NAL0001389569001, received 2025-10-03 |
| Filing received | 2025-10-03 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251003123250NAL0001389569001, received 2025-10-03 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251003123250NAL0001389569001, received 2025-10-03 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251003123250NAL0001389569001, received 2025-10-03 |
| Participants, beginning of year | 202 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251003123250NAL0001389569001, received 2025-10-03 |
| Active participants | 153 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251003123250NAL0001389569001, received 2025-10-03 |
| Participants, end of year | 165 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251003123250NAL0001389569001, received 2025-10-03 |
| Participants with an account balance | 118 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251003123250NAL0001389569001, received 2025-10-03 |
| Total assets, beginning of year | $2,704,064 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251003123250NAL0001389569001, received 2025-10-03 |
| Total assets, end of year | $2,848,856 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251003123250NAL0001389569001, received 2025-10-03 |
| Net assets, end of year | $2,848,856 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251003123250NAL0001389569001, received 2025-10-03 |
| Total income | $962,907 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251003123250NAL0001389569001, received 2025-10-03 |
| Net income | $144,792 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251003123250NAL0001389569001, received 2025-10-03 |
| Employer contributions | $236,903 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251003123250NAL0001389569001, received 2025-10-03 |
| Participant contributions | $393,382 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251003123250NAL0001389569001, received 2025-10-03 |
| Other contributions (incl. rollovers) | $13,323 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251003123250NAL0001389569001, received 2025-10-03 |
| Total contributions | $643,608 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251003123250NAL0001389569001, received 2025-10-03 |
| Benefit payments | $796,577 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251003123250NAL0001389569001, received 2025-10-03 |
| Total expenses (incl. benefit payments) | $818,115 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251003123250NAL0001389569001, received 2025-10-03 |
| Total administrative expenses | $21,538 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251003123250NAL0001389569001, received 2025-10-03 |
| Contract administrator fees | $14,222 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251003123250NAL0001389569001, received 2025-10-03 |
| Investment advisory and management fees | $3,658 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251003123250NAL0001389569001, received 2025-10-03 |
| Administrative expenses excluding investment management | $17,880 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251003123250NAL0001389569001, received 2025-10-03 |
| Held in common/collective trusts | $2,097,138 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251003123250NAL0001389569001, received 2025-10-03 |
| Held in mutual funds | $290,655 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251003123250NAL0001389569001, received 2025-10-03 |
| Independent auditor | SMITH LEONARD PLLC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251003123250NAL0001389569001, received 2025-10-03 |
Position = column in the DOL layout for form year 2024. Filing 20251003123250NAL0001389569001, received 2025-10-03.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANYrecordkeeper | CONTRACT ADMINISTRATOR | 13 Contract administrator; 37 Participant loan processing; 50 Direct payment from the plan; 64 Recordkeeping fees | $14,222 | yes |
| MERRILL LYNCH PIERCE FENNER & SMITH | CONSULTANT | 17 Consulting (pension); 27 Investment advisory (plan); 50 Direct payment from the plan | $7,316 | yes |
| WILSHIRE ADVISORS LLC | INVESTMENT ADVISORY | 27 Investment advisory (plan); 72 Other investment fees and expenses | $0 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251003123250NAL0001389569001, received 2025-10-03.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $2,704,064 | $2,848,856 | 5.4% |
| Participants with a balance | 135 | 118 | -12.6% |
| Administrative expenses | $24,329 | $21,538 | -11.5% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $222,513 | $236,903 | 6.5% |
Prior filing 20241010091411NAL0035362848001, received 2024-10-10; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: DEWEY'S BAKERY, INC.; SEC registrant: Dewey's Bakery, Inc. (CIK 1826593, matched by EIN).