Plan Ledger DOL Form 5500 · updated monthly

Diamond Peo, LLC401(k)

DIAMOND PEO LLC 401(K) PROFIT SHARING PLAN & TRUST · SAN JUAN CAPISTRANO, CA · plan year 2024

Reported admin expense ratio · 2024
14.42%

Diamond Peo, LLC reported $33,859 in plan administrative expenses for 2024: 14.42% 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 rose from 13.45% to 14.42%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (9,225th of 9,483), and 11,523rd of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$247,882
Participants with balances151
Active participants1,837
Employer contributions—
Employee contributions$44,924
Employer contribution per active participant—
Average account balance$1,642
Benefits paid to participants$12,220
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$248K · 151 accts
2023$222K · 150 accts
2022$183K · 202 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,746
Investment management$113
Total administrative$33,859
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
ERISA FIDUCIARY SERVICES, INC. · Contract administrator$31,095

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$33,859 · 14.42%
2023$21,070 · 10.43%
2022$39,680 · 13.45%
Similar plansProfessional & Technical Services · California
First to Serve CA$280K · 1.55%
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Kmb Concepts LLC CA$262K · 0.43%
Arm Management Inc CA$248K · 1.85%
N Solution LLC CA$195K · 1.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 813573469 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.