Plan Ledger DOL Form 5500 · updated monthly

Data Analysis, Inc.401(k)

DATA ANALYSIS, INC. INVESTMENT PLAN AND TRUST · LOS ANGELES, CA · plan year 2025

Reported admin expense ratio · 2025
0.06%

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

Data Analysis, Inc. reported $60,535 in plan administrative expenses for 2025: 0.06% of average plan assets, below the peer median. Employer contributions averaged $2,806 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 rose from 0.056% to 0.063%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other management of companies employers. By assets it is the 979th-largest of 9,483 plans among California employers on file, and the 201st of 786 in management of companies. In 2025, employees put in $2.45 for every $1.00 the employer contributed; active participation has grown from 662 to 908 since 2022.

Plan summary
Net assets, end of year$102,327,448
Participants with balances1,694
Active participants908
Employer contributions$2,548,181
Employee contributions$6,242,614
Employer contribution per active participant$2,806
Average account balance$60,406
Benefits paid to participants$9,688,130
Plan auditUnmodified (clean) audit opinion
AuditorWARREN AVERETT LLP
Plan history4
Yearassets · accounts · employer contribution
2025$102.3M · 1,694 accts · $2.5M emplr
2024$89.8M · 1,560 accts · $871K emplr
2023$75.3M · 1,393 accts · $720K emplr
2022$63.4M · 1,272 accts · $637K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$28,651
Investment management$27,234
Total administrative$60,535
The Data Analysis, Inc. 401(k) match · 2025
Employer contribution per active participant$2,806
Median for plans this size$4,093
2025$2,806 per active participant
2024$1,107 per active participant
2023$953 per active participant
2022$962 per active participant

Data Analysis, Inc.'s 2025 employer contribution ran below the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
VOYA RETIREMENT INSURANCE & ANNUITY · Investment advisory (participants) · Investment management$27,187
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$27,187
MORNINGSTAR · Investment advisory (plan)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 history4
2025$60,535 · 0.06%
2024$51,262 · 0.06%
2023$41,454 · 0.06%
2022$39,050 · 0.06%
Same employer
Similar plansManagement of Companies · California
Hoya Holdings, Inc. CA$173.4M · 0.29%
Meruelo Group LLC CA$124.5M · 0.19%
Nantworks, LLC CA$122.0M · 0.08%
Fernandez Holdings, Inc. CA$121.4M · 0.53%
Wendy Mulhall CA$100.6M · 0.14%
Meruelo Enterprises, Inc. CA$87.9M · 0.46%
Tcmi, Inc. CA$53.8M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953936696 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.