Plan Ledger DOL Form 5500 · updated monthly

Diamond Growth Partners, LLC401(k)

DIAMOND GROWTH PARTNERS, LLC 401(K) PLAN · BEAVERCREEK, OH · plan year 2024

Reported admin expense ratio · 2024
0.04%

Diamond Growth Partners, LLC reported $6,871 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% 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 1 year on file its reported administrative ratio rose from 0.03% to 0.04%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,328th-largest of 3,295 plans among Ohio employers on file, and the 5,578th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$19,823,692
Participants with balances186
Active participants46
Employer contributions—
Employee contributions$785,238
Employer contribution per active participant—
Average account balance$106,579
Benefits paid to participants$2,197,156
Plan auditUnmodified (clean) audit opinion
AuditorBRADY, WARE & SCHOENFELD, INC.
Plan history2
Yearassets · accounts · employer contribution
2024$19.8M · 186 accts
2023$18.5M · 203 accts · $220K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,550
Investment management$3,571
Total administrative$6,871
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
VOYA RETIREMENT INSURANCE & ANNUITY · Investment advisory (participants)$3,451
CREATIVE PLANNING HOLD CO, LLCindirect comp

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$6,871 · 0.04%
2023$5,308 · 0.03%
Similar plansProfessional & Technical Services · Ohio
Shared Services, LLC OH$20.7M · 0.31%
Innomark Communications LLC OH$20.0M · 0.53%
Infoverity U.S., Inc. OH$20.0M · 0.06%
Vocon Design, Inc. OH$19.8M · 0.39%
Kreber Graphics, Inc. OH$19.4M · 0.44%
Signature Partners, Inc. OH$19.2M · 0.03%
The Kleingers Group OH$19.0M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 933649538 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.