Plan Ledger DOL Form 5500 · updated monthly

Diamond Hill Investment Group, Inc.401(k)

DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST · COLUMBUS, OH · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Diamond Hill Investment Group, Inc. reported $25,952 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $23,904 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 fell from 0.04% to 0.03%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 389th-largest of 3,295 plans among Ohio employers on file, and the 1,050th of 4,798 in finance & insurance. In 2024, the employer put in $1.22 for every $1.00 employees contributed themselves; active participation has shrunk from 150 to 129 since 2022.

Plan summary
Net assets, end of year$94,189,022
Participants with balances158
Active participants129
Employer contributions$3,083,621
Employee contributions$2,526,445
Employer contribution per active participant$23,904
Average account balance$596,133
Benefits paid to participants$2,387,382
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$94.2M · 158 accts · $3.1M emplr
2023$83.5M · 152 accts · $3.1M emplr
2022$71.0M · 160 accts · $3.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,909
Investment management$43
Total administrative$25,952
The Diamond Hill Investment Group, Inc. 401(k) match · 2024
Employer contribution per active participant$23,904
Median for plans this size$3,635
2024$23,904 per active participant
2023$24,135 per active participant
2022$19,868 per active participant

Diamond Hill Investment Group, Inc.'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$25,858

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$25,952 · 0.03%
2023$753 · 0.00%
2022$29,341 · 0.04%
Same employer
Similar plansFinance & Insurance · Ohio
Group Plan Systems, LLC OH$102.8M · 1.14%
Premier Financial Corp OH$100.0M · 0.17%
Sutton Bank OH$89.7M · 0.01%
Ultimus Fund Solutions, LLC OH$87.0M · 0.28%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 650190407 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.