Plan Ledger DOL Form 5500 · updated monthly

D'Amato Conversano, Inc., P.C.401(k)

DCI ENGINEERS 401(K) RETIREMENT PLAN & TRUST · SEATTLE, WA · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

D'Amato Conversano, Inc., P.C. reported $71,847 in plan administrative expenses for 2024: 0.17% of average plan assets, below the peer median. Employer contributions averaged $1,171 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 0.18% to 0.17%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 382nd-largest of 1,714 plans among Washington employers on file, and the 2,950th of 11,654 in professional & technical services. In 2024, employees put in $8.84 for every $1.00 the employer contributed; active participation has shrunk from 386 to 299 since 2022.

Plan summary
Net assets, end of year$45,885,342
Participants with balances376
Active participants299
Employer contributions$350,000
Employee contributions$3,095,028
Employer contribution per active participant$1,171
Average account balance$122,035
Benefits paid to participants$3,999,128
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$45.9M · 376 accts · $350K emplr
2023$40.7M · 413 accts · $300K emplr
2022$33.1M · 399 accts · $375K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,881
Investment management$45,000
Total administrative$71,847
The D'Amato Conversano, Inc., P.C. 401(k) match · 2024
Employer contribution per active participant$1,171
Median for plans this size$2,416
2024$1,171 per active participant
2023$802 per active participant
2022$972 per active participant

D'Amato Conversano, Inc., P.C.'s 2024 employer contribution ran below the $2,416 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 · 20244
USI CONSULTING GROUP · Recordkeeping · Pension consulting$1,881
USI ADVISORS · Investment advisory (participants) · Investment advisory (plan)$45,000
CHARLES SCHWAB TRUST BANK · Custodial · Custodial (securities)$7,966
CHARLES SCHWAB & CO., INC. · Custodial · Custodial (securities)indirect comp

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

Recordkeeper by year2
2024USI Consulting
2023USI Consulting

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

Administrative cost history3
2024$71,847 · 0.17%
2023$66,332 · 0.18%
2022$66,680 · 0.18%
Same employer
Similar plansProfessional & Technical Services · Washington
Pioneer Human Services WA$47.1M · 0.38%
Icertis Inc. WA$46.6M · 0.28%
Coughlin Porter Lundeen WA$45.5M · 0.10%
Ispot.Tv, Inc. WA$45.2M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911403544 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.