Plan Ledger DOL Form 5500 · updated monthly

Advantex Inc. of IllinoisProfit-sharing plan

SHAMROCK 401(K) PLAN · TROY, IL · plan year 2022

Reported admin expense ratio · 2022
0.41%

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

Advantex Inc. of Illinois reported $4,057 in plan administrative expenses for 2022: 0.41% of average plan assets, below the peer median. Employer contributions averaged $499 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Illinois (3,477th of 3,702), and 4,943rd of 5,215 in retail trade. In 2022, employees put in $1.73 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,089,317
Participants with balances91
Active participants320
Employer contributions$159,685
Employee contributions$275,722
Employer contribution per active participant$499
Average account balance$11,971
Benefits paid to participants$70,269
Plan auditUnmodified (clean) audit opinion
AuditorMACIAS GINI & O'CONNELL LLP
Administrative expenses, itemized · 2022
Professional / advisory$4,057
Total administrative$4,057
Employer contributions to the Advantex Inc. of Illinois plan · 2022
Employer contribution per active participant$499
Median for plans this size$331

Advantex Inc. of Illinois's 2022 employer contribution ran above the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$4,057 · 0.41%
Similar plansRetail Trade · Illinois
Vosges Holdings, LLC IL$1.2M · 0.06%
Club Champion, LLC IL$1.1M · 0.97%
Garden Center Services IL$984K · 0.11%
Bijora, Inc. dba Akira IL$621K · 0.30%
Aeriz Holdings Corp. IL$185K · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 432000739 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.