Plan Ledger DOL Form 5500 · updated monthly

Dti Investments Inc401(k)

DTI INVESTMENTS INC 401(K) PROFIT SHARING PLAN & TRUST · SANTA ANA, CA · plan year 2024

Reported admin expense ratio · 2024
0.86%

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

Dti Investments Inc reported $35,075 in plan administrative expenses for 2024: 0.86% of average plan assets, higher than ~75% of peers. Employer contributions averaged $610 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 0.98% to 0.86%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in California (7,203rd of 9,483), and 1,585th of 2,096 in real estate & leasing. In 2024, employees put in $3.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,463,990
Participants with balances233
Active participants195
Employer contributions$118,991
Employee contributions$380,576
Employer contribution per active participant$610
Average account balance$19,159
Benefits paid to participants$208,600
Plan auditUnmodified (clean) audit opinion
AuditorWEWORSKI & ASSOCIATES
Plan history2
Yearassets · accounts · employer contribution
2024$4.5M · 233 accts · $119K emplr
2023$3.7M · 321 accts · $108K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,833
Investment management$13,382
Trustee / custodial$860
Total administrative$35,075
The Dti Investments Inc 401(k) match · 2024
Employer contribution per active participant$610
Median for plans this size$1,313
2024$610 per active participant
2023$540 per active participant

Dti Investments Inc'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 · 20242
PAYCHEX, INC. · Recordkeeping$20,643
PROVENCE REGISTERED INVESTMENT ADVI · Investment advisory (participants)$13,832

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

Recordkeeper by year2
2024Paychex
2023PROVENCE REGISTERED INVESTMENT ADVI, Paychex

This plan has changed recordkeepers within these filings. If you left Dti Investments Inc before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$35,075 · 0.86%
2023$32,832 · 0.98%
Similar plansReal Estate & Leasing · California
Emt Residential CA$4.6M · 0.07%
Toyotalift, Inc. CA$4.5M · 0.86%
Westport Properties, Inc. CA$4.5M · 0.05%
Intelliloan, Inc. CA$4.5M · 0.33%
Caster Properties, Inc. CA$4.4M · 0.31%
Beverly Hills Properties CA$4.3M · 0.33%
Gsa Management LLC CA$4.2M · 0.11%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 330474751 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.