Plan Ledger DOL Form 5500 · updated monthly

Brennan, Manna & Diamond, LLC401(k)

BRENNAN, MANNA & DIAMOND, LLC 401(K) PROFIT SHARING PLAN · AKRON, OH · plan year 2023

Reported admin expense ratio · 2023
0.23%

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

Brennan, Manna & Diamond, LLC reported $89,320 in plan administrative expenses for 2023: 0.23% of average plan assets, below the peer median. Employer contributions averaged $8,035 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 2 years on file its reported administrative ratio has held roughly steady near 0.23%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 732nd-largest of 3,295 plans among Ohio employers on file, and the 3,095th of 11,654 in professional & technical services. In 2023, employees put in $1.22 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$43,392,334
Participants with balances285
Active participants158
Employer contributions$1,269,580
Employee contributions$1,549,475
Employer contribution per active participant$8,035
Average account balance$152,254
Benefits paid to participants$1,628,990
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$43.4M · 285 accts · $1.3M emplr
2022$34.9M · 264 accts · $1.2M emplr
Administrative expenses, itemized · 2023
Investment management$89,320
Total administrative$89,320
The Brennan, Manna & Diamond, LLC 401(k) match · 2023
Employer contribution per active participant$8,035
Median for plans this size$2,440
2023$8,035 per active participant
2022$8,324 per active participant

Brennan, Manna & Diamond, LLC's 2023 employer contribution ran above the $2,440 median for plans its size, placing it in the top quarter of its peers. 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 · 20233
ONEDIGITAL INVESTMENT ADVISORS, LLC · Investment advisory (plan)$45,823
EMPOWER ADVISORY GROUP, LLC · Investment management$1,598

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

Administrative cost history2
2023$89,320 · 0.23%
2022$79,887 · 0.24%
Same employer
Similar plansProfessional & Technical Services · Ohio
Ms Consultants, Inc. OH$44.2M · 0.20%
Prime Ae Group, Inc. OH$44.0M · 0.11%
Ceso, Inc. OH$43.4M · 0.25%
Ct Consultants, Inc. OH$42.8M · 0.16%
G2O, LLC OH$42.1M · 0.07%
Ues, Inc. OH$42.0M · 0.06%
Marketvision Research, Inc. OH$39.9M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341924544 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.