Retirement plan

DILLER SCOFIDIO RENFRO LLC 401(K) RETIREMENT PLAN

Name: DILLER SCOFIDIO RENFRO, LLC - DILLER SCOFIDIO RENFRO LLC 401(K) RETIREMENT PLAN (2024) Form 5500
Creator: DILLER SCOFIDIO RENFRO, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DILLER SCOFIDIO RENFRO LLC 401(K) RETIREMENT PLAN, DILLER SCOFIDIO RENFRO, LLC

DILLER SCOFIDIO RENFRO, LLCEIN 13-4180468Plan #001PY 2024

601 WEST 26TH STREET, SUITE 1680 - NEW YORK, NY 100011152212-260-7971dsrny.comLinkedIn51-200 employeesarchitecture & planning

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$17.8M

+18.6% from 2023

Total participants

215

+6.4% from 2023

Average account balance

$88,101

+15.7% from 2023

Annual return

14.34%

-3.52 pp from 2023

Benchmarks

See 28,939 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort28,939 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$17.80M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$88K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

202

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

84.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$888K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.34%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Service providers

Top 5 by compensation

Provider	Service type	Compensation
L M KOHN & COMPANY10+ years Filed as: L. M. KOHN Service code 52	Indirect Investment Fees	$40,815
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Recordkeeping	$30,996
CORNERSTONE ADVISORS ASSET MGMT1 year Filed as: CORNERSTONE Service code 26 70 WEST 40TH STREET · NEW YORK, NY 10018	Advisory (Participants)	$5,259
GELMAN PENSION CONSULTING, INC.10+ years Filed as: GELMAN PENSION CONSULTING Service code 15 70 WEST 40TH STREET, 8TH FLOOR · NEW YORK, NY 100182623	Recordkeeping	$214
L M KOHN & COMPANY10+ years Filed as: L. M. KOHN & COMPANY Service code 33 10151 CARVER ROAD, SUITE 100 · CINCINNATI, OH 45242	Securities brokerage	$0

Plan features & details

Pension benefit codes2A2E2F2G2J3B3D3H

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$965

$11 / participant

Other / not subdivided$965100.0%

% of EOY assets

0.005%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: LUTZ AND CARR CPA'S LLP
Auditor EIN: 131655065
Audit fees: (not subdivided)
Opinion code: Unqualified

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$88,101

$102,317-13.9%

$146,958-40.1%

$80,856+9.0%

Participation rate

84.5%

75.8%+8.7pp

82.2%+2.4pp

67.6%+16.9pp

Annual return

14.34%

134.76%-120.4pp

418.34%-404.0pp

35.59%-21.3pp

Employer contribution / active EE

$3,713-100.0%

$4,933-100.0%

$2,755-100.0%

Participant deferral / active EE

$10,575

$6,644+59.2%

$8,070+31.0%

$4,296+146.2%

Admin fee / account holder

$7,941-99.9%

$12,998-100.0%

$6,918-99.9%

Provider

Service type

Compensation

L M KOHN & COMPANY10+ years

Filed as: L. M. KOHN

Service code 52

Indirect Investment Fees

$40,815

NATIONWIDE10+ years

Service code 15

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Recordkeeping

$30,996

CORNERSTONE ADVISORS ASSET MGMT1 year

Filed as: CORNERSTONE

Service code 26

70 WEST 40TH STREET · NEW YORK, NY 10018

Advisory (Participants)

$5,259

GELMAN PENSION CONSULTING, INC.10+ years

Filed as: GELMAN PENSION CONSULTING

Service code 15

70 WEST 40TH STREET, 8TH FLOOR · NEW YORK, NY 100182623

Recordkeeping

$214

L M KOHN & COMPANY10+ years

Filed as: L. M. KOHN & COMPANY

Service code 33

10151 CARVER ROAD, SUITE 100 · CINCINNATI, OH 45242

Securities brokerage

DILLER SCOFIDIO RENFRO LLC 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DILLER SCOFIDIO RENFRO LLC 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion