Dorothy Lane Market 401(k) match, vesting and fees
What Dorothy Lane Market's 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 | First Financial Advisors | 2023 Schedule C ↗ |
| Independent auditor | Stroh Johnson Cpa'S (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
How the plan compares
Plan year 2024 medians for 502 defined-contribution plans in retail trade with 500 to 999 participants.
| Dorothy Lane Market: employer contribution per participant | $285 | |
| Peer median | $928 |
| Dorothy Lane Market: average balance | $26,789 | |
| Peer median | $40,685 |
| Dorothy Lane Market: admin expenses ÷ assets | 0.33% | |
| Peer median | 0.37% |
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 $17.3M at the end of plan year 2021 to $19.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 779 | $19.2M | $204K | $285 | 0.33% | Not published | Form 5500 ↗ |
| 2023 | 811 | $17M | $183K | $263 | 0.26% | Not published | Form 5500 ↗ |
| 2022 | 687 | $14.6M | $158K | $245 | 0.28% | Not published | Form 5500 ↗ |
| 2021 | 703 | $17.3M | $146K | $221 | 0.25% | Not published | Form 5500 ↗ |
Common questions
Does Dorothy Lane Market match 401(k) contributions?
The match terms for the Dorothy Lane Market, Inc. 401(k) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $204K in employer contributions, about $285 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Dorothy Lane Market 401(k) match vested?
The vesting schedule for the Dorothy Lane Market, Inc. 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Dorothy Lane Market 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is First Financial Advisors. The plan administrator is Dorothy Lane Market, Inc.
I left Dorothy Lane Market. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Dorothy Lane Market, Inc, (937) 535-5710) or the recordkeeper, First Financial Advisors. The Dorothy Lane Market old 401(k) page lists the contacts from every plan filing. Find an old Dorothy Lane Market 401(k)
Data from the public Form 5500 annual reports Dorothy Lane Market 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 Dorothy Lane Market. Not financial advice. Report a correction · Methodology