Plan Ledger DOL Form 5500 · updated monthly

Dewberry Hospitality Group LLC401(k)

DEWBERRY HOSPITALITY GROUP LLC 401(K) RETIREMENT PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.82%

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

Dewberry Hospitality Group LLC reported $22,019 in plan administrative expenses for 2024: 0.82% of average plan assets, above the peer median. Employer contributions averaged $996 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 1 year on file its reported administrative ratio rose from 0.21% to 0.82%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Georgia (1,839th of 2,160), and 1,747th of 2,096 in real estate & leasing. In 2024, employees put in $1.90 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,866,817
Participants with balances151
Active participants159
Employer contributions$158,365
Employee contributions$301,569
Employer contribution per active participant$996
Average account balance$18,986
Benefits paid to participants$421,790
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$2.9M · 151 accts · $158K emplr
2023$2.5M · 137 accts · $158K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,378
Investment management$12,641
Total administrative$22,019
The Dewberry Hospitality Group LLC 401(k) match · 2024
Employer contribution per active participant$996
Median for plans this size$1,313
2024$996 per active participant
2023$1,052 per active participant

Dewberry Hospitality Group LLC's 2024 employer contribution ran below the $1,313 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 · 20242
ADP, INC. · Loan processing · Recordkeeping$16,715
ROYAL ALLIANCE ASSOCIATES, INC. · Recordkeeping · Trustee$5,303

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

Recordkeeper by year2
2024ADP, ROYAL ALLIANCE ASSOCIATES, INC.
2023ADP

This plan has changed recordkeepers within these filings. If you left Dewberry Hospitality Group LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$22,019 · 0.82%
2023$5,060 · 0.21%
Similar plansReal Estate & Leasing · Georgia
Novation Companies, Inc. GA$4.1M · 1.12%
Acm, LLC GA$3.2M · 0.85%
Knockaway Inc. GA$2.7M · 0.22%
Lek Holdings Inc. GA$2.7M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 812233208 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.