A&D Mortgage LLC401(k)

A&D Mortgage LLC reported $5,140 in plan administrative expenses for 2024: 0.36% of average plan assets, below the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.98% to 0.36%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Florida (3,225th of 3,644), and 4,687th of 4,798 in finance & insurance. active participation has grown from 158 to 175 since 2022.