Plan Ledger DOL Form 5500 · updated monthly

Dewinter Group, LLC401(k)

THE DEWINTER GROUP 401(K) PLAN · CAMPBELL, CA · plan year 2024

Reported admin expense ratio · 2024
0.69%

Dewinter Group, LLC reported $150,439 in plan administrative expenses for 2024: 0.69% 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 fell from 0.91% to 0.69%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 3,261st-largest of 9,483 plans among California employers on file, and the 539th of 2,534 in administrative & support services. active participation has shrunk from 505 to 414 since 2022.

Plan summary
Net assets, end of year$23,340,150
Participants with balances514
Active participants414
Employer contributions—
Employee contributions$3,416,463
Employer contribution per active participant—
Average account balance$45,409
Benefits paid to participants$3,311,989
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$23.3M · 514 accts
2023$20.3M · 574 accts · $1K emplr
2022$14.7M · 550 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,634
Investment management$125,805
Total administrative$150,439
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
ASCENSUS LLC · Loan processing · Recordkeeping$24,634
CAMBRIDGE INVESTMENT ADVISOR · Investment advisory (plan)$125,805

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history3
2024$150,439 · 0.69%
2023$134,540 · 0.77%
2022$130,045 · 0.91%
Same employer
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Amawaterways, LLC CA$22.8M · 0.01%
Uscb, Inc. CA$22.6M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 264419448 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.