Plan Ledger DOL Form 5500 · updated monthly

Little Diversified Architectural Consulting, Inc.401(k)

LITTLE DIVERSIFIED ARCHITECTURAL CONSULTING, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN · CHARLOTTE, NC · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Little Diversified Architectural Consulting, Inc. reported $122,161 in plan administrative expenses for 2024: 0.16% of average plan assets, above the peer median. Employer contributions averaged $3,317 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 0.20% to 0.16%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 258th-largest of 2,005 plans among North Carolina employers on file, and the 1,859th of 11,654 in professional & technical services. In 2024, employees put in $3.52 for every $1.00 the employer contributed; active participation has grown from 403 to 454 since 2022.

Plan summary
Net assets, end of year$78,306,558
Participants with balances605
Active participants454
Employer contributions$1,506,142
Employee contributions$5,305,850
Employer contribution per active participant$3,317
Average account balance$129,432
Benefits paid to participants$9,852,839
Plan auditUnmodified (clean) audit opinion
AuditorGREER WALKER LLP
Plan history3
Yearassets · accounts · employer contribution
2024$78.3M · 605 accts · $1.5M emplr
2023$71.1M · 590 accts · $2.5M emplr
2022$56.2M · 541 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,694
Investment management$91,467
Total administrative$122,161
The Little Diversified Architectural Consulting, Inc. 401(k) match · 2024
Employer contribution per active participant$3,317
Median for plans this size$3,635
2024$3,317 per active participant
2023$5,750 per active participant
2022$2,895 per active participant

Little Diversified Architectural Consulting, Inc.'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 · 20243
MMA SECURITIES · Investment advisory (plan)$73,347
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$30,694
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$18,120

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$122,161 · 0.16%
2023$120,598 · 0.19%
2022$128,318 · 0.20%
Same employer
Similar plansProfessional & Technical Services · North Carolina
McKim & Creed, Inc. NC$80.6M · 0.01%
Scottmadden, Inc. NC$80.1M · 0.08%
Transportation Insight, LLC NC$76.8M · 0.10%
Rho, Inc. NC$75.3M · 0.20%
Poyner Spruill LLP NC$71.8M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 560884622 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.