Plan Ledger DOL Form 5500 · updated monthly

The Dutra Group401(k)

THE DUTRA GROUP 401(K) PLAN · SAN RAFAEL, CA · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

The Dutra Group reported $174,664 in plan administrative expenses for 2024: 0.47% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,296 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 rose from 0.43% to 0.47%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 2,178th-largest of 9,483 plans among California employers on file, and the 1,258th of 5,337 in construction. In 2024, employees put in $2.60 for every $1.00 the employer contributed; active participation has grown from 133 to 157 since 2022.

Plan summary
Net assets, end of year$39,126,658
Participants with balances192
Active participants157
Employer contributions$674,432
Employee contributions$1,756,185
Employer contribution per active participant$4,296
Average account balance$203,785
Benefits paid to participants$4,149,385
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$39.1M · 192 accts · $674K emplr
2023$35.5M · 198 accts · $635K emplr
2022$29.4M · 174 accts · $592K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$174,664
Total administrative$174,664
The The Dutra Group 401(k) match · 2024
Employer contribution per active participant$4,296
Median for plans this size$2,416
2024$4,296 per active participant
2023$4,320 per active participant
2022$4,450 per active participant

The Dutra Group's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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 · 20242
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$2,314
PRIVATE ADVISOR GROUP, LLC · Investment advisory (participants)$64,276

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$174,664 · 0.47%
2023$147,708 · 0.45%
2022$137,231 · 0.43%
Same employer
Similar plansConstruction · California
Champions Group CA$42.1M · 0.40%
Hp Communications, Inc. CA$40.4M · 0.70%
Blach Construction Company CA$38.8M · 0.32%
The Don Chapin Co., Inc. CA$38.6M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942278920 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.