Plan Ledger DOL Form 5500 · updated monthly

Dtf Management and Consulting, LLC401(k)

DIN TAI FUNG RETIREMENT PLAN · ARCADIA, CA · plan year 2024

Reported admin expense ratio · 2024
0.82%

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

Dtf Management and Consulting, LLC reported $70,169 in plan administrative expenses for 2024: 0.82% of average plan assets, above the peer median. Employer contributions averaged $278 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 1.05% to 0.82%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in California (5,313th of 9,483), and the 530th of 2,240 in accommodation & food services. In 2024, employees put in $1.62 for every $1.00 the employer contributed; active participation has grown from 3,328 to 4,606 since 2022.

Plan summary
Net assets, end of year$10,537,415
Participants with balances737
Active participants4,606
Employer contributions$1,278,946
Employee contributions$2,066,465
Employer contribution per active participant$278
Average account balance$14,298
Benefits paid to participants$805,344
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.5M · 737 accts · $1.3M emplr
2023$6.5M · 524 accts · $956K emplr
2022$3.4M · 351 accts · $600K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,435
Investment management$35,734
Total administrative$70,169
The Dtf Management and Consulting, LLC 401(k) match · 2024
Employer contribution per active participant$278
Median for plans this size$1,313
2024$278 per active participant
2023$252 per active participant
2022$180 per active participant

Dtf Management and Consulting, LLC's 2024 employer contribution ran below the $1,313 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 · 20243
NFP RETIREMENT INC · Investment advisory (plan)$20,777
EMPOWER ADVISORY GROUP, LLC · Investment management$14,957

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$70,169 · 0.82%
2023$51,999 · 1.05%
2022$31,251 · 1.05%
Same employer
Similar plansAccommodation & Food Services · California
Zmc Hotels, LLC CA$11.5M · 0.38%
Classic Vacations, LLC CA$11.2M · 0.62%
Fort Mojave Indian Tribe CA$10.9M · 0.46%
Mpb Hotel, LLC CA$10.8M · 0.04%
Yoshinoya America, Inc. CA$9.7M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 474678058 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.