Plan Ledger DOL Form 5500 · updated monthly

Brett Dinovi and Associates, LLC401(k)

BRETT DINOVI AND ASSOCIATES LLC 401(K) PLAN · MOUNT LAUREL, NJ · plan year 2024

Reported admin expense ratio · 2024
0.62%

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

Brett Dinovi and Associates, LLC reported $45,874 in plan administrative expenses for 2024: 0.62% of average plan assets, above the peer median. Employer contributions averaged $158 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 fell from 0.77% to 0.62%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New Jersey (1,639th of 2,419), and 6,338th of 11,911 in health care & social assistance. In 2024, employees put in $9.86 for every $1.00 the employer contributed; active participation has grown from 506 to 972 since 2022.

Plan summary
Net assets, end of year$8,268,726
Participants with balances354
Active participants972
Employer contributions$153,574
Employee contributions$1,514,682
Employer contribution per active participant$158
Average account balance$23,358
Benefits paid to participants$547,944
Plan auditUnmodified (clean) audit opinion
AuditorFORD & SCOTT ASSOCIATES LLC
Plan history3
Yearassets · accounts · employer contribution
2024$8.3M · 354 accts · $154K emplr
2023$6.5M · 276 accts · $153K emplr
2022$4.4M · 226 accts · $120K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,337
Investment management$29,537
Total administrative$45,874
The Brett Dinovi and Associates, LLC 401(k) match · 2024
Employer contribution per active participant$158
Median for plans this size$1,313
2024$158 per active participant
2023$198 per active participant
2022$238 per active participant

Brett Dinovi and Associates, LLC's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$16,337
GLOBAL RETIREMENT PARTNERS · Investment advisory (plan)$29,537

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$45,874 · 0.62%
2023$28,275 · 0.52%
2022$32,464 · 0.77%
Same employer
Similar plansHealth Care & Social Assistance · New Jersey
The Arc/Mercer, Inc. NJ$8.4M · 0.30%
The Arc Gloucester, Inc. NJ$8.2M · 0.04%
Our House, Inc. NJ$8.2M · 0.67%
Lisata Therapeutics, Inc. NJ$7.9M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 562594012 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.