Plan Ledger DOL Form 5500 · updated monthly

Digeronimo401(k)

DIGERONIMO COMPANIES RETIREMENT SAVINGS TRUST AND PLAN · INDEPENDENCE, OH · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Digeronimo reported $213,543 in plan administrative expenses for 2024: 0.29% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,333 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 0.36% to 0.29%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 460th-largest of 3,295 plans among Ohio employers on file, and the 774th of 5,337 in construction. In 2024, employees put in $1.62 for every $1.00 the employer contributed; active participation has grown from 465 to 681 since 2022.

Plan summary
Net assets, end of year$75,870,494
Participants with balances684
Active participants681
Employer contributions$2,269,700
Employee contributions$3,676,411
Employer contribution per active participant$3,333
Average account balance$110,922
Benefits paid to participants$9,372,271
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$75.9M · 684 accts · $2.3M emplr
2023$69.0M · 550 accts · $2.5M emplr
2022$60.0M · 545 accts · $2.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$139,723
Investment management$73,820
Total administrative$213,543
The Digeronimo 401(k) match · 2024
Employer contribution per active participant$3,333
Median for plans this size$3,635
2024$3,333 per active participant
2023$5,108 per active participant
2022$5,010 per active participant

Digeronimo's 2024 employer contribution ran below the $3,635 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 · 20244
FOCUS OPERATING LLC DBA JFS WEALTH · Investment advisory (plan)$70,597
ADVISED ASSETS GROUP, LLC · Investment management$3,223

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$213,543 · 0.29%
2023$217,002 · 0.34%
2022$231,275 · 0.36%
Same employer
Similar plansConstruction · Ohio
Bi-Con Services, Inc. OH$69.3M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 340938274 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.