Plan Ledger DOL Form 5500 · updated monthly

Van Ness Feldman, LLP401(k)

VAN NESS FELDMAN EMPLOYEES RETIREMENT PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Van Ness Feldman, LLP reported $15,434 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,676 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 0.10% to 0.02%. 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 105th-largest of 618 plans among District of Columbia employers on file, and the 1,746th of 11,654 in professional & technical services. In 2024, employees put in $3.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$85,322,468
Participants with balances218
Active participants143
Employer contributions$668,624
Employee contributions$2,306,196
Employer contribution per active participant$4,676
Average account balance$391,387
Benefits paid to participants$9,742,816
Plan auditUnmodified (clean) audit opinion
AuditorADEPTUS PARTNERS LLC
Plan history3
Yearassets · accounts · employer contribution
2024$85.3M · 218 accts · $669K emplr
2023$82.1M · 222 accts · $564K emplr
2022$73.9M · 250 accts · $566K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,445
Investment management$989
Audit (IQPA)$13,000
Total administrative$15,434
The Van Ness Feldman, LLP 401(k) match · 2024
Employer contribution per active participant$4,676
Median for plans this size$3,635
2024$4,676 per active participant
2023$4,243 per active participant
2022$4,286 per active participant

Van Ness Feldman, LLP's 2024 employer contribution ran above 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 · 20242
ADEPTUS PARTNERS, LLC · Accounting / audit$13,000
CHARLES SCHWAB & CO., INC. · Securities brokerage$53

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$15,434 · 0.02%
2023$142,756 · 0.18%
2022$86,711 · 0.10%
Same employer
Similar plansProfessional & Technical Services · District of Columbia
Zuckerman Spaeder, LLP DC$109.1M · 0.10%
Buckley LLP DC$95.9M · 0.01%
Chemonics Holdings, Inc. DC$88.4M · 0.00%
Keller and Heckman LLP DC$84.6M · 0.11%
Hwg LLP DC$72.2M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521154904 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.