Plan Ledger DOL Form 5500 · updated monthly

DV01401(k)

DV01 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

DV01 reported $7,900 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 rose from 0.07% to 0.11%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in New York (3,851st of 5,648), and 1,607th of 2,199 in information & media.

Plan summary
Net assets, end of year$8,448,239
Participants with balances159
Active participants116
Employer contributions$0
Employee contributions$1,419,626
Employer contribution per active participant$0
Average account balance$53,134
Benefits paid to participants$580,820
Plan auditUnmodified (clean) audit opinion
AuditorBDG CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$8.4M · 159 accts
2023$6.4M · 159 accts
2022$4.4M · 158 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,924
Investment management$5,976
Total administrative$7,900
The DV01 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

DV01'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
GUIDELINE, INC. · Plan administrator · Recordkeeping$7,127
BENEFIT TRUST COMPANY · Custodial · Custodial (securities)indirect comp

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

Recordkeeper by year2
2024Guideline
2023Guideline

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

Administrative cost history3
2024$7,900 · 0.11%
2023$6,015 · 0.11%
2022$3,057 · 0.07%
Similar plansInformation & Media · New York
Rosen Publishing Group Inc. NY$10.0M · 0.65%
Securityscorecard, Inc. NY$9.5M · 0.01%
Abel Cine Tech, Inc. NY$8.4M · 0.70%
Essence Ventures, LLC NY$8.3M · 1.34%
Newtonx, Inc. NY$7.9M · 0.03%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 472221568 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.