Plan Ledger DOL Form 5500 · updated monthly

Did Agency Group, LLC401(k)

DID AGENCY GROUP, LLC 401(K) PROFIT SHARING PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

Did Agency Group, LLC reported $78,925 in plan administrative expenses for 2024: 0.47% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,320 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 4 years on file its reported administrative ratio rose from 0.12% to 0.47%. 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 1,643rd-largest of 3,651 plans among Pennsylvania employers on file, and 5,931st of 11,654 in professional & technical services. In 2024, employees put in $2.87 for every $1.00 the employer contributed; active participation has grown from 98 to 199 since 2020.

Plan summary
Net assets, end of year$17,918,161
Participants with balances291
Active participants199
Employer contributions$660,744
Employee contributions$1,897,625
Employer contribution per active participant$3,320
Average account balance$61,574
Benefits paid to participants$2,352,774
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2024$17.9M · 291 accts · $661K emplr
2023$15.5M · 308 accts · $569K emplr
2022$12.9M · 243 accts · $454K emplr
2020$12.6M · 161 accts · $256K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,209
Investment management$45,716
Total administrative$78,925
The Did Agency Group, LLC 401(k) match · 2024
Employer contribution per active participant$3,320
Median for plans this size$2,416
2024$3,320 per active participant
2023$2,949 per active participant
2022$2,479 per active participant
2020$2,608 per active participant

Did Agency Group, LLC's 2024 employer contribution ran above the $2,416 median for plans its size. 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
EQUITABLE ADVISORS LLC · Investment advisory (plan)$45,716
CAPITAL GROUP RETIREMENT PLAN SVCS$29,184
MANDMARBLESTONE GROUP LLC · Contract administrator$4,025

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

Administrative cost history4
2024$78,925 · 0.47%
2023$61,263 · 0.43%
2022$55,179 · 0.41%
2020$12,864 · 0.12%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 611846362 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.