Plan Ledger DOL Form 5500 · updated monthly

Dweck Property Management, LLC401(k)

DWECK PROPERTIES 401(K) PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Dweck Property Management, LLC reported $13,186 in plan administrative expenses for 2024: 0.21% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,348 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 0.28% to 0.21%. 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 District of Columbia (486th of 618), and 1,307th of 2,096 in real estate & leasing. In 2024, employees put in $1.92 for every $1.00 the employer contributed; active participation has grown from 126 to 261 since 2022.

Plan summary
Net assets, end of year$7,335,686
Participants with balances180
Active participants261
Employer contributions$612,714
Employee contributions$1,179,079
Employer contribution per active participant$2,348
Average account balance$40,754
Benefits paid to participants$654,691
Plan auditUnmodified (clean) audit opinion
AuditorTKR
Plan history3
Yearassets · accounts · employer contribution
2024$7.3M · 180 accts · $613K emplr
2023$5.4M · 172 accts · $539K emplr
2022$3.2M · 151 accts · $455K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,186
Total administrative$13,186
The Dweck Property Management, LLC 401(k) match · 2024
Employer contribution per active participant$2,348
Median for plans this size$1,313
2024$2,348 per active participant
2023$2,123 per active participant
2022$3,609 per active participant

Dweck Property Management, LLC's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$9,356

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$13,186 · 0.21%
2023$12,826 · 0.30%
2022$8,462 · 0.28%
Same employer
Similar plansReal Estate & Leasing · District of Columbia
Streetsense, LLC DC$9.8M · 0.68%
Asurity Technologies, LLC DC$8.3M · 0.58%
Dantes Partners, LLC DC$942K · 1.21%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 851940545 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.