Daisy Brand, LLC 401(k) Review & Grade
Daisy Brand Retirement Plan
Dallas, TXManufacturing784 active participantsPlan year 2024✓ Auto-enroll
Estimate from the plan's Form 5500 filing · How we grade
$10,203Employer $ per active participant
$7,620Employee $ saved per active participant
0.18%Direct admin cost, % of plan assets
$155.2MNet plan assets, end of year
$164,029Average balance per account
Score breakdown
- Employer generosity48.3 / 5097th percentile for employer $ per participant
- Low cost14.6 / 2558th percentile for low admin cost vs. same-size plans
- Employee saving11.7 / 1578th percentile for employee $ per participant
- Plan features10 / 10Auto-enrollment, Default investment
Total score85 / 100 · Grade A
This plan vs. peers
Peers: Manufacturing plans with 500–2,499 active participants (2,376 plans).
| Measure | Percentile |
|---|---|
| Employer $ per participant | 97th |
| Lower admin cost | 58th |
| Employee saving | 78th |
| Peers that auto-enroll | 59% |
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Red flags from the filing
No red flags were reported on this filing's compliance questions.
What to do if you're in this plan
- Daisy Brand put in about $10,203 per active participant, more than the typical peer ($2,320). Contribute at least enough to collect the full match. Skipping it leaves part of your pay on the table.
- The filing shows total dollars, not the match formula. Ask HR for the Summary Plan Description so you know the exact match and vesting schedule.
- Fund expense ratios aren't in the filing. Look them up in your 404(a)(5) fee disclosure and favor low-cost index or target-date funds.
- The plan auto-enrolls employees. Check your default contribution rate. Defaults are often lower than what it takes to get the full match.
- Changing jobs? You can usually leave the money in the plan, move it to your new employer's plan, or roll it into an IRA. Don't cash out: you'd owe taxes and possibly a 10% penalty.
The raw numbers from the filing
| Employer contributions | $7,994,041 |
| Participant (employee) contributions | $5,970,278 |
| Other contributions (incl. rollovers in) | $1,183,184 |
| Administrative expenses paid from the plan | $254,327 |
| Contract administrator fees | $4,946 |
| Investment advisory & management fees | $234,385 |
| Benefits paid out | $10,334,731 |
| Net assets, start / end of year | $132.5M / $155.2M |
| Active participants, start / end of year | 704 / 863 |
| Participants with account balances | 946 |
| Auto-enrollment (feature code 2S) | Yes |
| Auditor | Bdo USA, P.C. |
Largest service providers (Schedule C)
| Proaccount | $227,765 reported compensation |
| Cecilco | $45,907 reported compensation |
| Fidelity Investments Institutional | $12,890 reported compensation |
Source: DOL EFAST2 Form 5500 filing, acknowledgment ID 20250923081821NAL0005472657001, received 2025-09-23, EIN 80-0595003, plan #001, plan year 2024-01-01 to 2024-12-31. Verify at efast.dol.gov.