Plan Ledger DOL Form 5500 · updated monthly

Daszkal Bolton LLP401(k)

DASZKAL BOLTON, LLP 401(K) PLAN · BOCA RATON, FL · plan year 2022

Reported admin expense ratio · 2022
0.12%

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

Daszkal Bolton LLP reported $23,739 in plan administrative expenses for 2022: 0.12% of average plan assets, below the peer median. Employer contributions averaged $2,055 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 $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,166th-largest of 3,644 plans among Florida employers on file, and the 5,774th of 11,654 in professional & technical services. In 2022, employees put in $4.63 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,779,645
Participants with balances226
Active participants187
Employer contributions$384,289
Employee contributions$1,778,354
Employer contribution per active participant$2,055
Average account balance$83,096
Benefits paid to participants$1,257,073
Plan auditUnmodified (clean) audit opinion
AuditorSCOTT SHULMAN CPA PA
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$23,739
Total administrative$23,739
The Daszkal Bolton LLP 401(k) match · 2022
Employer contribution per active participant$2,055
Median for plans this size$2,266

Daszkal Bolton LLP's 2022 employer contribution ran below the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$23,739 · 0.12%
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Source: U.S. Department of Labor, Form 5500 series, EIN 650406506 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.