Plan Ledger DOL Form 5500 · updated monthly

Dynamed Medical Research, LP Dm401(k)

DM CLINICAL RESEARCH RETIREMENT TRUST · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
1.31%

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

Dynamed Medical Research, LP Dm reported $44,282 in plan administrative expenses for 2024: 1.31% of average plan assets, higher than ~90% of peers. Employer contributions averaged $908 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 1.31%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Texas (4,256th of 5,688), and 10,104th of 11,654 in professional & technical services. In 2024, employees put in $3.86 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,167,369
Participants with balances324
Active participants423
Employer contributions$383,968
Employee contributions$1,483,257
Employer contribution per active participant$908
Average account balance$12,862
Benefits paid to participants$841,287
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.2M · 324 accts · $384K emplr
2023$2.6M · 282 accts · $282K emplr
2022$1.2M · 196 accts · $481K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,833
Investment management$16,449
Total administrative$44,282
The Dynamed Medical Research, LP Dm 401(k) match · 2024
Employer contribution per active participant$908
Median for plans this size$1,313
2024$908 per active participant
2023$535 per active participant
2022$1,215 per active participant

Dynamed Medical Research, LP Dm's 2024 employer contribution ran below the $1,313 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
ADP, INC. · Recordkeeping · Investment advisory (participants)$26,611
CAMBRIDGE INVESTMENT RESEARCH, INC. · Recordkeeping · Trustee$15,340
ADP BROKER-DEALERindirect 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
2024ADP, CAMBRIDGE INVESTMENT RESEARCH, INC.
2023ADP

This plan has changed recordkeepers within these filings. If you left Dynamed Medical Research, LP Dm 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 history3
2024$44,282 · 1.31%
2023$31,240 · 1.63%
2022$14,176 · 1.37%
Same employer
Similar plansProfessional & Technical Services · Texas
Mythic Inc TX$4.5M · 0.05%
Mmc Group, L.P. TX$4.4M · 1.10%
Acumera, Inc. TX$4.1M · 0.82%
Ideal Impact, Inc. TX$4.1M · 0.05%
Highlevel Inc. TX$4.1M · 0.15%
Landpoint, LLC TX$4.1M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 743189285 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.