Plan Ledger DOL Form 5500 · updated monthly

A J. Dwoskin & Associates, Inc.401(k)

A J. DWOSKIN & ASSOCIATES, INC. EMPLOYEE 401(K) PLAN · FAIRFAX, VA · plan year 2023

Reported admin expense ratio · 2023
0.26%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

A J. Dwoskin & Associates, Inc. reported $30,886 in plan administrative expenses for 2023: 0.26% of average plan assets, below the peer median. Employer contributions averaged $3,903 per active participant. 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 3 years on file its reported administrative ratio has held roughly steady near 0.27%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Virginia (1,288th of 2,266), and the 934th of 2,096 in real estate & leasing. In 2023, employees put in $2.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,012,392
Participants with balances149
Active participants96
Employer contributions$374,719
Employee contributions$776,309
Employer contribution per active participant$3,903
Average account balance$87,331
Benefits paid to participants$402,695
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.9M · 140 accts · $356K emplr
2023$13.0M · 149 accts · $375K emplr
2022$10.4M · 153 accts · $306K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$3,731
Investment management$27,155
Total administrative$30,886
The A J. Dwoskin & Associates, Inc. 401(k) match · 2023
Employer contribution per active participant$3,903
Median for plans this size$2,440
2024$3,865 per active participant
2023$3,903 per active participant
2022$3,121 per active participant

A J. Dwoskin & Associates, Inc.'s 2023 employer contribution ran above the $2,440 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
KESTRA ADVISORY SERVICES · Recordkeeping · Trustee$27,155
ADP, INC. · Loan processing · Recordkeeping$3,731

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP, KESTRA ADVISORY SERVICES
2023ADP, KESTRA ADVISORY SERVICES

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Administrative cost history3
2024$32,304 · 0.27%
2023$30,886 · 0.26%
2022$32,515 · 0.28%
Same employer
Similar plansReal Estate & Leasing · Virginia
Divaris Real Estate, Inc. VA$14.9M · 0.54%
The Breeden Company, Inc. VA$12.2M · 0.48%
Rw Towne Realty LLC VA$12.2M · 0.42%
The Building People, LLC VA$11.9M · 0.92%

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Source: U.S. Department of Labor, Form 5500 series, EIN 541013098 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.