Dolese Bros 401(k) match, vesting and fees
What Dolese Bros' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Milliman | Schedule C ↗ |
| Independent auditor | Finely & Cook Cpas (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,619 defined-contribution plans in manufacturing with 1,000 to 4,999 participants.
| Dolese Bros: employer contribution per participant | $1,643 | |
| Peer median | $2,413 |
| Dolese Bros: average balance | $68,608 | |
| Peer median | $86,456 |
| Dolese Bros: admin expenses ÷ assets | 0.14% | |
| Peer median | 0.12% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $76M at the end of plan year 2021 to $83.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,262 | $83.6M | $2M | $1,643 | 0.14% | Not published | Form 5500 ↗ |
| 2023 | 1,157 | $76.3M | $1.9M | $1,724 | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 1,144 | $63.7M | $1.7M | $1,517 | 0.21% | Not published | Form 5500 ↗ |
| 2021 | 1,102 | $76M | $1.6M | $1,490 | 0.18% | Not published | Form 5500 ↗ |
Other Dolese Bros plans (3)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Dolese Bros. Co. Profit Sharing Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Milliman | Schedule C ↗ |
| Independent auditor | Finley Cook (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Dolese Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Finley & Cook, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Dolese Bros. Co. Operational Supervisory Incentive Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Profit-sharing · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Dolese Bros match 401(k) contributions?
The match terms for the Dolese Bros. Co. 401(k) Employees Savings Incentive Plan have not been published from its filing yet. The plan year 2024 filing reports $2M in employer contributions, about $1,643 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Dolese Bros 401(k) match vested?
The vesting schedule for the Dolese Bros. Co. 401(k) Employees Savings Incentive Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Dolese Bros 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Milliman. The plan administrator is Dolese Bros. Co..
I left Dolese Bros. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Dolese Bros. Co., (405) 235-2311) or the recordkeeper, Milliman. The Dolese Bros old 401(k) page lists the contacts from every plan filing. Find an old Dolese Bros 401(k)
Data from the public Form 5500 annual reports Dolese Bros filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Dolese Bros. Not financial advice. Report a correction · Methodology