Plan Ledger DOL Form 5500 · updated monthly

Dv Management Company, LLC401(k)

DIVERSIFIED ROOFING 401(K) PLAN · PHOENIX, AZ · plan year 2022

Reported admin expense ratio · 2022
0.26%

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

Dv Management Company, LLC reported $1,720 in plan administrative expenses for 2022: 0.26% of average plan assets, lower than ~75% of peers. Employer contributions averaged $425 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Arizona (1,173rd of 1,285), and 5,149th of 5,337 in construction. In 2022, employees put in $1.89 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$816,793
Participants with balances41
Active participants289
Employer contributions$122,839
Employee contributions$232,608
Employer contribution per active participant$425
Average account balance$19,922
Benefits paid to participants$96,122
Plan auditUnmodified (clean) audit opinion
AuditorSEMPLE, MARCHAL & COOPER, LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,720
Total administrative$1,720
The Dv Management Company, LLC 401(k) match · 2022
Employer contribution per active participant$425
Median for plans this size$331

Dv Management Company, LLC's 2022 employer contribution ran above the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$1,720 · 0.26%
Similar plansConstruction · Arizona
Red Oak LLC AZ$845K · 1.00%
Banker Industries, Inc. AZ$793K · 2.09%
America Roofing LLC AZ$685K · 1.02%
Riggs Companies AZ$681K · 1.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860984822 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.