Plan Ledger DOL Form 5500 · updated monthly

Dicello Levitt LLP401(k)

DICELLO LEVITT LLP 401(K) · MENTOR, OH · plan year 2024

Reported admin expense ratio · 2024
0.69%

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

Dicello Levitt LLP reported $44,899 in plan administrative expenses for 2024: 0.69% of average plan assets, above the peer median. Employer contributions averaged $3,744 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.

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 Ohio (2,263rd of 3,295), and 8,958th of 11,654 in professional & technical services. In 2024, employees put in $1.60 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,256,945
Participants with balances174
Active participants170
Employer contributions$636,493
Employee contributions$1,015,270
Employer contribution per active participant$3,744
Average account balance$41,707
Benefits paid to participants$994,316
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,400
Investment management$16,499
Total administrative$44,899
The Dicello Levitt LLP 401(k) match · 2024
Employer contribution per active participant$3,744
Median for plans this size$1,313

Dicello Levitt LLP's 2024 employer contribution ran above the $1,313 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 · 20243
ADMIN GROUP, LLC DBA TAG RESOURCES · Recordkeeping · Loan processing$20,381
TRANSAMERICA FINANCIAL LIFE INS · Recordkeeping · Loan processing$8,019
RAYMOND JAMES FINANCIAL SERVICES · Investment advisory (plan)$16,499

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

Administrative cost history1
2024$44,899 · 0.69%
Same employer
Similar plansProfessional & Technical Services · Ohio
Tryzub Inc OH$7.5M · 0.73%
Javitch Block LLC OH$7.4M · 0.60%
Melink Corporation OH$7.2M · 0.07%
Acu-Serve Corp OH$7.1M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 820902248 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.