Plan Ledger DOL Form 5500 · updated monthly

Diploma Holdings, Inc401(k)

DIPLOMA HOLDINGS, INC. 401(K) PLAN · CLEARWATER, FL · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Diploma Holdings, Inc reported $96,930 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $2,309 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 1 year on file its reported administrative ratio fell from 0.29% to 0.23%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other management of companies employers. By assets it is the 561st-largest of 3,644 plans among Florida employers on file, and the 290th of 786 in management of companies. In 2024, employees put in $2.94 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$46,816,298
Participants with balances862
Active participants609
Employer contributions$1,406,403
Employee contributions$4,140,320
Employer contribution per active participant$2,309
Average account balance$54,311
Benefits paid to participants$4,928,240
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$46.8M · 862 accts · $1.4M emplr
2023$38.8M · 763 accts · $967K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$81,976
Investment management$14,954
Total administrative$96,930
The Diploma Holdings, Inc 401(k) match · 2024
Employer contribution per active participant$2,309
Median for plans this size$2,416
2024$2,309 per active participant
2023$1,665 per active participant

Diploma Holdings, Inc's 2024 employer contribution ran below 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 · 20244
INGHAM & COMPANY · Contract administrator · Recordkeeping$96,935
RETIREMENT SOLUTIONS SPECIALISTS · Contract administrator$16,469
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$14,954

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

Recordkeeper by year2
2024INGHAM & COMPANY
2023INGHAM & COMPANY

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Administrative cost history2
2024$96,930 · 0.23%
2023$104,162 · 0.29%
Same employer
Similar plansManagement of Companies · Florida
Ares Holdings LLC FL$56.5M · 0.26%
Brph Companies, Inc. FL$55.9M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251817924 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.