Plan Ledger DOL Form 5500 · updated monthly

Diverzify Intermediate LLC401(k)

DIVERZIFY INVESTMENT PLAN · ITASCA, IL · plan year 2022

Reported admin expense ratio · 2022
0.24%

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

Diverzify Intermediate LLC reported $41,379 in plan administrative expenses for 2022: 0.24% of average plan assets, below the peer median. Employer contributions averaged $959 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other administrative & support services employers. By assets it is the 1,575th-largest of 3,702 plans among Illinois employers on file, and the 549th of 2,534 in administrative & support services. In 2022, employees put in $4.18 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$22,908,961
Participants with balances716
Active participants793
Employer contributions$760,469
Employee contributions$3,177,370
Employer contribution per active participant$959
Average account balance$31,996
Benefits paid to participants$2,669,917
Plan auditUnmodified (clean) audit opinion
AuditorMILLER, COOPER & CO. LTD
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$9,393
Investment management$2,112
Total administrative$41,379
The Diverzify Intermediate LLC 401(k) match · 2022
Employer contribution per active participant$959
Median for plans this size$2,266

Diverzify Intermediate LLC's 2022 employer contribution ran below the $2,266 median for plans its size, in the bottom quarter of its peers. 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$41,379 · 0.24%
Similar plansAdministrative & Support Services · Illinois
Dhr International, Inc. IL$30.9M · 0.16%
Lakeshore Recycling Systems IL$28.2M · 0.77%
Envoy Global, Inc. IL$25.3M · 0.41%
Gee Group Inc. IL$23.4M · 0.15%
Quincy Recycle Paper Inc. IL$20.7M · 0.51%
Skin Cure Oncology, LLC IL$20.2M · 0.07%
Jfm Enterprises, Inc. IL$16.7M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 863415424 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.