Plan Ledger DOL Form 5500 · updated monthly

Dalberg Global Development Advisors401(k)

DALBERG GLOBAL DEVELOPMENT ADVISORS 401(K) PROFIT SHARING PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Dalberg Global Development Advisors reported $39,602 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $3,433 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 3 years on file its reported administrative ratio has held roughly steady near 0.32%. 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 among the smaller plans on file in New York (3,121st of 5,648), and 6,912th of 11,654 in professional & technical services. In 2024, employees put in $3.72 for every $1.00 the employer contributed; active participation has shrunk from 91 to 80 since 2022.

Plan summary
Net assets, end of year$13,675,087
Participants with balances177
Active participants80
Employer contributions$274,612
Employee contributions$1,021,717
Employer contribution per active participant$3,433
Average account balance$77,260
Benefits paid to participants$503,737
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.7M · 177 accts · $275K emplr
2023$11.2M · 182 accts · $215K emplr
2022$8.5M · 176 accts · $275K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,837
Investment management$24,765
Total administrative$39,602
The Dalberg Global Development Advisors 401(k) match · 2024
Employer contribution per active participant$3,433
Median for plans this size$2,416
2024$3,433 per active participant
2023$2,474 per active participant
2022$3,017 per active participant

Dalberg Global Development Advisors's 2024 employer contribution ran above the $2,416 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
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$14,837
LPL FINANCIAL RPCP · Investment advisory (plan)$24,764

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$39,602 · 0.32%
2023$32,974 · 0.34%
2022$29,504 · 0.33%
Similar plansProfessional & Technical Services · New York
Docuware Corporation NY$13.8M · 0.49%
Simutech Group, Inc. NY$13.7M · 0.39%
Hurwitz Fine P.C. NY$13.7M · 0.39%
Persado, Inc. NY$13.6M · 0.14%
Quartet Health, Inc. NY$13.6M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261546220 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.