Plan Ledger DOL Form 5500 · updated monthly

Diligent Consulting, Inc.401(k)

DILIGENT CONSULTING, INC. 401(K) PLAN · SAN ANTONIO, TX · plan year 2024

Reported admin expense ratio · 2024
0.49%

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

Diligent Consulting, Inc. reported $53,872 in plan administrative expenses for 2024: 0.49% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,829 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 rose from 0.44% to 0.49%. 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 among the smaller plans on file in Texas (2,850th of 5,688), and 7,499th of 11,654 in professional & technical services. In 2024, employees put in $2.43 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,620,845
Participants with balances101
Active participants92
Employer contributions$260,249
Employee contributions$631,681
Employer contribution per active participant$2,829
Average account balance$115,058
Benefits paid to participants$1,162,145
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.6M · 101 accts · $260K emplr
2023$10.5M · 101 accts · $266K emplr
2022$9.3M · 106 accts · $260K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$53,872
Total administrative$53,872
The Diligent Consulting, Inc. 401(k) match · 2024
Employer contribution per active participant$2,829
Median for plans this size$2,416
2024$2,829 per active participant
2023$2,888 per active participant
2022$2,826 per active participant

Diligent Consulting, Inc.'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 · 20242
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$53,872
LPL FINANCIAL CORPORATION · Insurance broker · Insurance servicesindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$53,872 · 0.49%
2023$47,330 · 0.48%
2022$44,575 · 0.44%
Similar plansProfessional & Technical Services · Texas
Summa Group, LLC TX$11.8M · 0.54%
X Technologies, Inc. TX$11.8M · 0.27%
M-Files, Inc. TX$11.8M · 0.21%
Miller Weisbrod Olesky, LLP TX$11.6M · 0.72%
Eagan US Holdco, LLC TX$11.5M · 0.18%
Asset Risk Management, LLC TX$11.3M · 0.40%
Anaconda Inc TX$11.3M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 743013087 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.