Plan Ledger DOL Form 5500 · updated monthly

Dean Dorton Allen Ford, PLLC401(k)

DEAN DORTON ALLEN FORD, PLLC RETIREMENT PLAN · LEXINGTON, KY · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Dean Dorton Allen Ford, PLLC reported $109,326 in plan administrative expenses for 2024: 0.17% of average plan assets, above the peer median. Employer contributions averaged $3,920 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 0.16% to 0.17%. 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 98th-largest of 871 plans among Kentucky employers on file, and the 1,738th of 11,654 in professional & technical services. In 2024, employees put in $2.45 for every $1.00 the employer contributed; active participation has grown from 335 to 539 since 2022.

Plan summary
Net assets, end of year$85,671,533
Participants with balances645
Active participants539
Employer contributions$2,112,841
Employee contributions$5,177,093
Employer contribution per active participant$3,920
Average account balance$132,824
Benefits paid to participants$3,813,184
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$85.7M · 645 accts · $2.1M emplr
2023$46.8M · 437 accts · $1.4M emplr
2022$34.9M · 381 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$45,028
Investment management$64,298
Total administrative$109,326
The Dean Dorton Allen Ford, PLLC 401(k) match · 2024
Employer contribution per active participant$3,920
Median for plans this size$3,635
2024$3,920 per active participant
2023$3,976 per active participant
2022$3,615 per active participant

Dean Dorton Allen Ford, PLLC's 2024 employer contribution ran above the $3,635 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 · 20244
SCHWAB RETIREMENT PLAN SERVICES, IN · Recordkeeping$45,028
BUCKINGHAM ASSET MANAGEMENT · Investment management$48,372
ALPHAMARK ADVISORS LLC · Investment advisory (participants)$15,926
CHARLES SCHWAB & CO., INC. · Securities brokerage$1,206

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$109,326 · 0.17%
2023$64,717 · 0.16%
2022$56,605 · 0.16%
Same employer
Similar plansProfessional & Technical Services · Kentucky
Wyatt, Tarrant & Combs, LLP KY$125.0M · 0.04%
Centric Consulting, LLC KY$118.0M · 0.09%
Pomeroy Technologies LLC KY$110.7M · 0.15%
McM Cpas & Advisors LLP KY$54.0M · 0.04%
Alpine Intel, LLC KY$49.8M · 0.26%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 273858252 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.