Plan Ledger DOL Form 5500 · updated monthly

Dean & Company Strategy Consultants, LLC401(k)

DEAN & COMPANY 401(K) PROFIT SHARING PLAN · MCLEAN, VA · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Dean & Company Strategy Consultants, LLC reported $49,344 in plan administrative expenses for 2024: 0.08% of average plan assets, below the peer median. Employer contributions averaged $7,624 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 rose from 0.01% to 0.08%. 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 402nd-largest of 2,266 plans among Virginia employers on file, and the 2,219th of 11,654 in professional & technical services. In 2024, employees put in $2.32 for every $1.00 the employer contributed; active participation has grown from 125 to 138 since 2022.

Plan summary
Net assets, end of year$64,431,875
Participants with balances259
Active participants138
Employer contributions$1,052,072
Employee contributions$2,442,875
Employer contribution per active participant$7,624
Average account balance$248,772
Benefits paid to participants$3,786,176
Plan auditUnmodified (clean) audit opinion
AuditorDAVIDSON, DOYLE & HILTON, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$64.4M · 259 accts · $1.1M emplr
2023$54.5M · 253 accts · $950K emplr
2022$42.2M · 241 accts · $808K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$46,433
Investment management$2,911
Total administrative$49,344
The Dean & Company Strategy Consultants, LLC 401(k) match · 2024
Employer contribution per active participant$7,624
Median for plans this size$3,635
2024$7,624 per active participant
2023$6,644 per active participant
2022$6,463 per active participant

Dean & Company Strategy Consultants, LLC's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$46,433

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$49,344 · 0.08%
2023$35,734 · 0.07%
2022$3,278 · 0.01%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 901068380 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.