Plan Ledger DOL Form 5500 · updated monthly

Agencyea401(k)

AGENCYEA 401K PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Agencyea reported $8,392 in plan administrative expenses for 2024: 0.15% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,662 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 rose from 0.13% to 0.15%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Illinois (2,795th of 3,702), and 2,098th of 3,341 in other services. In 2024, employees put in $3.41 for every $1.00 the employer contributed; active participation has shrunk from 95 to 78 since 2022.

Plan summary
Net assets, end of year$6,366,504
Participants with balances111
Active participants78
Employer contributions$207,621
Employee contributions$707,033
Employer contribution per active participant$2,662
Average account balance$57,356
Benefits paid to participants$474,397
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.4M · 111 accts · $208K emplr
2023$4.9M · 113 accts · $207K emplr
2022$3.6M · 111 accts · $168K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,150
Investment management$10
Total administrative$8,392
The Agencyea 401(k) match · 2024
Employer contribution per active participant$2,662
Median for plans this size$1,313
2024$2,662 per active participant
2023$2,129 per active participant
2022$1,767 per active participant

Agencyea's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. 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 · 20245
ONE DIGITAL INVESTMENT ADVISORS · Investment advisory (participants)$15
VOYA RETIREMENT INSURANCE & ANNUITY · Investment advisory (participants)$13
MORNINGSTAR INVESTMENT MANAGEMENT · Investment advisory (plan)$8
ONE DIGITAL TOPCO LLCindirect comp
HESSEL & ASSOCIATES LLC · Other servicesindirect comp

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$8,392 · 0.15%
2023$5,361 · 0.13%
2022$4,893 · 0.13%
Similar plansOther Services · Illinois
The Anti-Cruelty Society IL$6.9M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364345593 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.