Plan Ledger DOL Form 5500 · updated monthly

Dovenmuehle Mortgage, Inc.401(k)

DOVENMUEHLE MORTGAGE, INC. SAVINGS AND RETIREMENT PLAN · LAKE ZURICH, IL · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Dovenmuehle Mortgage, Inc. reported $20,125 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $867 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 0.035% to 0.033%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 760th-largest of 3,702 plans among Illinois employers on file, and the 1,383rd of 4,798 in finance & insurance. In 2024, employees put in $3.12 for every $1.00 the employer contributed; active participation has shrunk from 3,096 to 2,116 since 2022.

Plan summary
Net assets, end of year$64,087,857
Participants with balances1,686
Active participants2,116
Employer contributions$1,834,906
Employee contributions$5,718,700
Employer contribution per active participant$867
Average account balance$38,012
Benefits paid to participants$8,307,505
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$64.1M · 1,686 accts · $1.8M emplr
2023$57.3M · 1,848 accts · $1.9M emplr
2022$46.4M · 1,899 accts · $1.8M emplr
The Dovenmuehle Mortgage, Inc. 401(k) match · 2024
Employer contribution per active participant$867
Median for plans this size$3,635
2024$867 per active participant
2023$670 per active participant
2022$593 per active participant

Dovenmuehle Mortgage, Inc.'s 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
MERRILL LYNCH, PIERCE, FENNER AND S · Recordkeeping$20,200

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

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

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

Administrative cost history3
2024$20,125 · 0.03%
2023$19,473 · 0.04%
2022$16,778 · 0.03%
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Source: U.S. Department of Labor, Form 5500 series, EIN 362435132 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.