Plan Ledger DOL Form 5500 · updated monthly

Dai ESOP, Inc.401(k)

DAI 401(K) RETIREMENT PLAN AND TRUST · BETHESDA, MD · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Dai ESOP, Inc. reported $117,717 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,374 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 0.07% to 0.06%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 79th-largest of 1,671 plans among Maryland employers on file, and the 740th of 11,654 in professional & technical services. In 2024, employees put in $2.81 for every $1.00 the employer contributed; active participation has grown from 713 to 811 since 2022.

Plan summary
Net assets, end of year$218,056,780
Participants with balances1,206
Active participants811
Employer contributions$3,547,046
Employee contributions$9,983,928
Employer contribution per active participant$4,374
Average account balance$180,810
Benefits paid to participants$23,762,575
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$218.1M · 1,206 accts · $3.5M emplr
2023$193.8M · 1,204 accts · $5.3M emplr
2022$175.1M · 1,249 accts · $2.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$117,717
Total administrative$117,717
The Dai ESOP, Inc. 401(k) match · 2024
Employer contribution per active participant$4,374
Median for plans this size$3,635
2024$4,374 per active participant
2023$6,419 per active participant
2022$3,666 per active participant

Dai ESOP, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size. 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$117,716
CREATIVE PLANNING, LLC · Investment advisory (participants)indirect comp

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$117,717 · 0.06%
2023$73,788 · 0.04%
2022$135,228 · 0.07%
All plans at this employer2
DAI 401(K) RETIREMENT PLAN AND TRUST401(k)
DAI EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansProfessional & Technical Services · Maryland
Jensen Hughes, Inc. MD$253.9M · 0.06%
Inovalon, Inc. MD$232.7M · 0.05%
Callisonrtkl Inc. MD$207.3M · 0.19%
Digital Management, LLC MD$196.5M · 0.18%
The Emmes Company, LLC MD$195.9M · 0.06%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 810781201 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.