Plan Ledger DOL Form 5500 · updated monthly

Ahead, Inc.401(k)

AHEAD, INC. 401(K) PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Ahead, Inc. reported $544,986 in plan administrative expenses for 2024: 0.35% of average plan assets, higher than ~90% of peers. Employer contributions averaged $4,243 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 4 years on file its reported administrative ratio fell from 0.37% to 0.35%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 367th-largest of 3,702 plans among Illinois employers on file, and the 908th of 11,654 in professional & technical services. In 2024, employees put in $2.76 for every $1.00 the employer contributed; active participation has grown from 1,005 to 1,639 since 2020.

Plan summary
Net assets, end of year$176,270,988
Participants with balances2,037
Active participants1,639
Employer contributions$6,954,345
Employee contributions$19,160,096
Employer contribution per active participant$4,243
Average account balance$86,535
Benefits paid to participants$19,397,318
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history4
Yearassets · accounts · employer contribution
2024$176.3M · 2,037 accts · $7.0M emplr
2023$136.2M · 2,232 accts · $7.5M emplr
2022$98.0M · 1,767 accts · $6.0M emplr
2020$57.6M · 996 accts · $3.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$275,764
Investment management$269,222
Total administrative$544,986
The Ahead, Inc. 401(k) match · 2024
Employer contribution per active participant$4,243
Median for plans this size$3,635
2024$4,243 per active participant
2023$4,223 per active participant
2022$3,956 per active participant
2020$3,017 per active participant

Ahead, Inc.'s 2024 employer contribution ran above 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 · 20243
EMPOWER ADVISORY GROUP, LLC · Investment management$140,425
REGIONS BANK DBA REGIONS TRUST · Investment advisory (plan)$128,797

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

Administrative cost history4
2024$544,986 · 0.35%
2023$472,567 · 0.40%
2022$497,392 · 0.52%
2020$147,006 · 0.37%
Same employer
Similar plansProfessional & Technical Services · Illinois
Banner & Witcoff, LTD. IL$204.7M · 0.00%
Neal, Gerber & Eisenberg LLP IL$182.9M · 0.09%
Relativity Oda LLC IL$165.8M · 0.01%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 843489032 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.