Plan Ledger DOL Form 5500 · updated monthly

Disabled American Veterans401(k)

SAVINGS & INVESTMENT PLAN FOR EMPLOYEES OF DISABLED AMERICAN VETERANS · ERLANGER, KY · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Disabled American Veterans reported $163,042 in plan administrative expenses for 2024: 0.22% of average plan assets, above the peer median. Employer contributions averaged $4,509 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 fell from 0.29% to 0.22%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 107th-largest of 871 plans among Kentucky employers on file, and the 263rd of 3,341 in other services. In 2024, employees put in $1.10 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$77,036,374
Participants with balances749
Active participants567
Employer contributions$2,556,868
Employee contributions$2,819,634
Employer contribution per active participant$4,509
Average account balance$102,852
Benefits paid to participants$10,536,241
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$77.0M · 749 accts · $2.6M emplr
2023$74.3M · 768 accts · $2.7M emplr
2022$64.4M · 715 accts · $2.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,840
Investment management$155,202
Total administrative$163,042
The Disabled American Veterans 401(k) match · 2024
Employer contribution per active participant$4,509
Median for plans this size$3,635
2024$4,509 per active participant
2023$4,902 per active participant
2022$4,784 per active participant

Disabled American Veterans's 2024 employer contribution ran above the $3,635 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
EMPOWER ADVISORY GROUP, LLC · Investment management$155,202

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

Administrative cost history3
2024$163,042 · 0.22%
2023$158,445 · 0.23%
2022$206,266 · 0.29%
Same employer
Similar plansOther Services · Kentucky
Shermco Industries, Inc. TX$77.2M · 0.27%
Visible Changes, Inc. TX$76.5M · 0.03%
March of Dimes Inc. VA$76.1M · 0.20%
Girl Scouts of the USA NY$75.9M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 310263158 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.