The Donaldson Group, LLC401(k)

The Donaldson Group, LLC reported $74,112 in plan administrative expenses for 2024: 1.52% of average plan assets, higher than ~90% of peers. 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 rose from 1.40% to 1.52%. 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 Maryland (1,286th of 1,671), and 1,517th of 2,096 in real estate & leasing. active participation has shrunk from 204 to 164 since 2022.