Plan Ledger DOL Form 5500 · updated monthly

Dyn 365, Inc.401(k)

RESTAURANT 365 401(K) PLAN · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Dyn 365, Inc. reported $68,937 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $3,018 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 3 years on file its reported administrative ratio has held roughly steady near 0.27%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 2,560th-largest of 9,483 plans among California employers on file, and the 3,983rd of 11,654 in professional & technical services. In 2024, employees put in $2.24 for every $1.00 the employer contributed; active participation has grown from 453 to 770 since 2022.

Plan summary
Net assets, end of year$31,786,644
Participants with balances610
Active participants770
Employer contributions$2,324,002
Employee contributions$5,207,638
Employer contribution per active participant$3,018
Average account balance$52,109
Benefits paid to participants$1,253,331
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$31.8M · 610 accts · $2.3M emplr
2023$18.9M · 475 accts · $1.6M emplr
2022$10.4M · 347 accts · $996K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,069
Investment management$60,868
Total administrative$68,937
The Dyn 365, Inc. 401(k) match · 2024
Employer contribution per active participant$3,018
Median for plans this size$2,416
2024$3,018 per active participant
2023$2,600 per active participant
2022$2,199 per active participant

Dyn 365, Inc.'s 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
PENSIONMARK FINANCIAL GROUP, LLC · Other services$37,699
WORLD INVESTMENT ADVISORS LLC · Investment advisory (plan)$16,769
JOHN HANCOCK · Contract administrator · Loan processing$8,069

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$68,937 · 0.27%
2023$43,769 · 0.30%
2022$23,714 · 0.26%
Same employer
Similar plansProfessional & Technical Services · California
Kenshoo, Inc. CA$31.9M · 0.24%
Sma, Inc. CA$31.9M · 0.37%
Intercom, Inc. CA$31.8M · 0.02%
Roebbelen Management, Inc. CA$31.6M · 0.31%
Cribl Inc CA$31.6M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 452758311 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.