Plan Ledger DOL Form 5500 · updated monthly

Advanced Technology Services, Inc.401(k)

ADVANCED TECHNOLOGY SERVICES, INC 401(K) PROFIT SHARING PLAN · PEORIA, IL · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Advanced Technology Services, Inc. reported $284,570 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $2,255 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 0.20% to 0.15%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 326th-largest of 3,702 plans among Illinois employers on file, and the 82nd of 3,341 in other services. In 2024, employees put in $2.80 for every $1.00 the employer contributed; active participation has grown from 1,868 to 2,062 since 2022.

Plan summary
Net assets, end of year$205,145,817
Participants with balances3,281
Active participants2,062
Employer contributions$4,650,592
Employee contributions$13,009,937
Employer contribution per active participant$2,255
Average account balance$62,525
Benefits paid to participants$25,014,188
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$205.1M · 3,281 accts · $4.7M emplr
2023$185.6M · 3,281 accts · $2.7M emplr
2022$163.9M · 3,610 accts · $4.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$216,504
Audit (IQPA)$28,350
Trustee / custodial$19,875
Total administrative$284,570
The Advanced Technology Services, Inc. 401(k) match · 2024
Employer contribution per active participant$2,255
Median for plans this size$3,635
2024$2,255 per active participant
2023$1,242 per active participant
2022$2,482 per active participant

Advanced Technology Services, Inc.'s 2024 employer contribution ran below 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 · 20244
ASCENSUS LLC · Loan processing · Recordkeeping$216,504
RSM US LLP. · Accounting / audit$28,350
GREATBANC TRUST COMPANY · Investment advisory (plan)$19,875
STOUT RISIUS ROSS, LLC. · Accounting / audit$19,841

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history3
2024$284,570 · 0.15%
2023$365,092 · 0.21%
2022$360,646 · 0.20%
Same employer
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Alzheimer's Association IL$276.9M · 0.03%
American Bar Association IL$211.7M · 0.06%
Sp Plus Corporation IL$202.6M · 0.34%
The Boyd Group (U.S.) Inc. IL$197.7M · 0.20%
Rotary International IL$170.4M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261499204 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.