Plan Ledger DOL Form 5500 · updated monthly

Davis Reeder Hall, DVM PLC401(k)

DAVIS R HALL DVM PROFIT SHARING AND 401(K) PLAN · ANNANDALE, VA · plan year 2024

Reported admin expense ratio · 2024
1.52%

Davis Reeder Hall, DVM PLC reported $38,350 in plan administrative expenses for 2024: 1.52% of average plan assets, higher than ~90% of peers. 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 1.40% to 1.52%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Virginia (2,014th of 2,266), and 10,614th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$2,794,170
Participants with balances141
Active participants118
Employer contributions—
Employee contributions$471,732
Employer contribution per active participant—
Average account balance$19,817
Benefits paid to participants$199,084
Plan auditUnmodified (clean) audit opinion
AuditorMEADOWS URQUHART ACREE & COOK, L
Plan history2
Yearassets · accounts · employer contribution
2024$2.8M · 141 accts
2022$1.7M · 70 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,462
Investment management$8,888
Total administrative$38,350
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
ADP, INC. · Loan processing · Recordkeeping$29,462
CARY ST PARTNERS INVESTMENT ADVISOR · Recordkeeping · Trustee$8,887

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

Administrative cost history2
2024$38,350 · 1.52%
2022$24,642 · 1.40%
Similar plansProfessional & Technical Services · Virginia
Infomatics Corp. VA$3.0M · 0.62%
Block.One, LLC VA$3.0M · 0.54%
Data Concepts LLC VA$2.8M · 0.03%
Samson Companies, LLC VA$2.7M · 0.91%
Prevailance, Inc VA$2.6M · 0.47%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 540956680 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.