Plan Ledger DOL Form 5500 · updated monthly

Dietz, Gilmor & Chazen, Apc401(k)

DIETZ, GILMOR & CHAZEN, APC 401(K) PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.55%

Dietz, Gilmor & Chazen, Apc reported $46,431 in plan administrative expenses for 2024: 0.55% of average plan assets, above the peer median. 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 0.51% to 0.55%. 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 California (5,845th of 9,483), and 8,447th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$8,636,793
Participants with balances124
Active participants109
Employer contributions—
Employee contributions$828,305
Employer contribution per active participant—
Average account balance$69,652
Benefits paid to participants$1,556,340
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$8.6M · 124 accts
2022$6.5M · 100 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$46,431
Total administrative$46,431
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 · 20244
OSAIC WEALTH INC · Investment advisory (plan)$22,145
EMPOWER ADVISORY GROUP, LLC · Investment management$6,077
PREMIER PLAN CONSULTANTS · Contract administrator$1,375

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

Administrative cost history2
2024$46,431 · 0.55%
2022$37,273 · 0.51%
Similar plansProfessional & Technical Services · California
Procede Software LP CA$8.7M · 0.68%
Whalar Inc CA$8.7M · 0.15%
Veryon CA$8.6M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330753967 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.