Plan Ledger DOL Form 5500 · updated monthly

Diaz, Anselmo, & Associates, P.A..401(k)

DIAZ ANSELMO LINDBERG, P.A. 401(K) PLAN · PLANTATION, FL · plan year 2024

Reported admin expense ratio · 2024
0.68%

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

Diaz, Anselmo, & Associates, P.A.. reported $39,579 in plan administrative expenses for 2024: 0.68% of average plan assets, above the peer median. Employer contributions averaged $624 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 0.78% to 0.68%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Florida (2,340th of 3,644), and 9,428th of 11,654 in professional & technical services. In 2024, employees put in $3.06 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,926,464
Participants with balances140
Active participants141
Employer contributions$87,980
Employee contributions$269,583
Employer contribution per active participant$624
Average account balance$42,332
Benefits paid to participants$701,563
Plan auditUnmodified (clean) audit opinion
AuditorNOVOGRADAC & COMPANY LLC
Plan history3
Yearassets · accounts · employer contribution
2024$5.9M · 140 accts · $88K emplr
2023$5.7M · 152 accts
2022$5.4M · 149 accts
Administrative expenses, itemized · 2024
Investment management$39,579
Total administrative$39,579
The Diaz, Anselmo, & Associates, P.A.. 401(k) match · 2024
Employer contribution per active participant$624
Median for plans this size$1,313

Diaz, Anselmo, & Associates, P.A..'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 · 20245
BARRY MAX LEVY & ASSOCIATES · Contract administrator$1,584
EMPOWER ADVISORY GROUP LLC · Investment management$769
SECURITIES AMERICA INCindirect comp
OSAIC WEALTH INCindirect comp

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$39,579 · 0.68%
2023$39,634 · 0.71%
2022$47,497 · 0.78%
Same employer
Similar plansProfessional & Technical Services · Florida
Amtis, Inc. FL$6.0M · 0.98%
Blackfish Federal, LLC FL$6.0M · 0.98%
Certipay, Inc. FL$5.9M · 0.47%
9LINE LLC FL$5.8M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 650345496 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.