Plan Ledger DOL Form 5500 · updated monthly

The D & F Development Group, LLC401(k)

THE D & F DEVELOPMENT GROUP, LLC 401(K) PLAN · LEVITTOWN, NY · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

The D & F Development Group, LLC reported $13,200 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $1,103 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 0.42% to 0.27%. 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 New York (4,434th of 5,648), and 1,494th of 2,096 in real estate & leasing. In 2024, employees put in $1.24 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,209,037
Participants with balances259
Active participants261
Employer contributions$287,786
Employee contributions$356,501
Employer contribution per active participant$1,103
Average account balance$20,112
Benefits paid to participants$453,512
Plan auditUnmodified (clean) audit opinion
AuditorWITHUM+BROWN, PC
Plan history3
Yearassets · accounts · employer contribution
2024$5.2M · 259 accts · $288K emplr
2023$4.4M · 245 accts · $256K emplr
2022$5.0M · 281 accts · $260K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,200
Total administrative$13,200
The The D & F Development Group, LLC 401(k) match · 2024
Employer contribution per active participant$1,103
Median for plans this size$1,313
2024$1,103 per active participant
2023$1,044 per active participant
2022$951 per active participant

The D & F Development Group, LLC'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
VOYA RETIREMENT INSURANCE & ANNUITY · Investment advisory (plan)$8,004
AMERITAS LIFE INSURACE CORP OF NY · Investment advisory (plan)$4,949
UNITED BENEFIT PENSIONS INC · Other servicesindirect comp

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$13,200 · 0.27%
2023$13,429 · 0.28%
2022$22,668 · 0.42%
Similar plansReal Estate & Leasing · New York
Lemle & Wolff, Inc. NY$6.2M · 0.34%
Metro Management NY$5.8M · 0.01%
Real Broker, LLC NY$5.4M · 0.24%
Broadway Maintenance LLC NY$5.2M · 0.28%
Ashcroft Capital, LLC NY$4.6M · 0.65%
Clover Management, Inc. NY$4.6M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201926884 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.