Plan Ledger DOL Form 5500 · updated monthly

D.B. Chamberlin and Associates LLC401(k)

CHAMBERLIN & ASSOCIATES 401(K) PLAN · PHOENIX, AZ · plan year 2022

Reported admin expense ratio · 2022
0.39%

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

D.B. Chamberlin and Associates LLC reported $85 in plan administrative expenses for 2022: 0.39% of average plan assets, below the peer median. Employer contributions averaged $49 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Arizona (1,280th of 1,285), and 2,088th of 2,096 in real estate & leasing. In 2022, employees put in $2.06 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$21,831
Participants with balances11
Active participants148
Employer contributions$7,210
Employee contributions$14,841
Employer contribution per active participant$49
Average account balance$1,985
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$85
Total administrative$85
The D.B. Chamberlin and Associates LLC 401(k) match · 2022
Employer contribution per active participant$49
Median for plans this size$331

D.B. Chamberlin and Associates LLC's 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$85 · 0.39%
Similar plansReal Estate & Leasing · Arizona
Pem Payroll, LLC AZ$1.1M · 0.15%
Mosaic Management Inc OR$53K · 0.87%
Hellenic Management, Inc. IN$30K · 10.09%
Clear Capital, LLC TN$27K · 3.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860955130 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.