Plan Ledger DOL Form 5500 · updated monthly

Dahlin Group, Inc.401(k)

DAHLIN GROUP, INC. 401(K) RETIREMENT PLAN · PLEASANTON, CA · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Dahlin Group, Inc. reported $1,990 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 rose from 0.002% to 0.005%. 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 1,853rd-largest of 9,483 plans among California employers on file, and the 2,893rd of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$47,195,454
Participants with balances260
Active participants180
Employer contributions$0
Employee contributions$1,924,459
Employer contribution per active participant$0
Average account balance$181,521
Benefits paid to participants$1,918,909
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$47.2M · 260 accts
2023$40.3M · 261 accts
2022$34.6M · 251 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$100
Total administrative$1,990
The Dahlin Group, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Dahlin Group, Inc.'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 · 20242
JPMORGAN INVEST HOLDINGS LLC$685
CHARLES SCHWAB & CO., INC. · Securities brokerage$19

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

Administrative cost history3
2024$1,990 · 0.00%
2023$2,038 · 0.01%
2022$610 · 0.00%
All plans at this employer2
DAHLIN GROUP, INC. 401(K) RETIREMENT PLAN401(k)
DAHLIN GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansProfessional & Technical Services · California
Geocon, Incorporated CA$47.6M · 0.24%
Invoca, Inc. CA$47.5M · 0.36%
Lozano Smith LLP CA$47.4M · 0.02%
Green Hasson & Janks LLP CA$47.2M · 0.13%
Insight Investments Corp. CA$46.9M · 0.22%
Watg Holdings, Inc. CA$46.9M · 0.35%
Geron Corporation CA$46.3M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942455290 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.