Plan Ledger DOL Form 5500 · updated monthly

A.J. Antunes & Co.401(k)

AJ ANTUNES & CO PS & EE SAVINGS PLAN & TRUST · CAROL STREAM, IL · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

A.J. Antunes & Co. reported $80,504 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $3,690 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 0.24% to 0.21%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,077th-largest of 3,702 plans among Illinois employers on file, and the 3,612th of 13,661 in manufacturing. In 2024, employees put in $1.80 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$40,945,427
Participants with balances443
Active participants300
Employer contributions$1,106,888
Employee contributions$1,996,105
Employer contribution per active participant$3,690
Average account balance$92,428
Benefits paid to participants$2,777,773
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$40.9M · 443 accts · $1.1M emplr
2023$36.1M · 411 accts · $1.1M emplr
2022$30.1M · 429 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$43,004
Investment management$30,000
Total administrative$80,504
The A.J. Antunes & Co. 401(k) match · 2024
Employer contribution per active participant$3,690
Median for plans this size$2,416
2024$3,690 per active participant
2023$3,915 per active participant
2022$3,883 per active participant

A.J. Antunes & Co.'s 2024 employer contribution ran above the $2,416 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
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$43,004
FIDUCIENT ADVISORS LLC · Investment advisory (plan)$30,000
FIDUCIENT ADVISORS, LLC. · Investment advisory (plan)$7,500

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$80,504 · 0.21%
2023$69,191 · 0.21%
2022$78,046 · 0.24%
Same employer
Similar plansManufacturing · Illinois
Jst Corporation IL$41.6M · 0.40%
Viscofan USA, Inc. IL$41.6M · 0.21%
Versa Press Inc IL$41.6M · 0.02%
Nordex USA, Inc. IL$40.5M · 0.37%
Gonnella Baking Co. IL$40.4M · 0.24%
Rli Services, LLC IL$40.3M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362324850 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.