Plan Ledger DOL Form 5500 · updated monthly

Aldridge Group, LLC401(k)

ALDRIDGE GROUP, LLC 401(K) RETIREMENT PLAN · LIBERTYVILLE, IL · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Aldridge Group, LLC reported $216,487 in plan administrative expenses for 2024: 0.20% of average plan assets, above the peer median. Employer contributions averaged $6,573 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 0.32% to 0.20%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 502nd-largest of 3,702 plans among Illinois employers on file, and the 543rd of 5,337 in construction. In 2024, employees put in $1.74 for every $1.00 the employer contributed; active participation has grown from 447 to 532 since 2022.

Plan summary
Net assets, end of year$116,843,022
Participants with balances625
Active participants532
Employer contributions$3,496,980
Employee contributions$6,071,214
Employer contribution per active participant$6,573
Average account balance$186,949
Benefits paid to participants$6,279,982
Plan auditUnmodified (clean) audit opinion
AuditorVANDERBLOEMEN GROUP LLC
Plan history3
Yearassets · accounts · employer contribution
2024$116.8M · 625 accts · $3.5M emplr
2023$98.1M · 668 accts · $3.2M emplr
2022$80.4M · 563 accts · $2.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$106,587
Investment management$77,147
Total administrative$216,487
The Aldridge Group, LLC 401(k) match · 2024
Employer contribution per active participant$6,573
Median for plans this size$3,635
2024$6,573 per active participant
2023$6,512 per active participant
2022$5,966 per active participant

Aldridge Group, LLC'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 · 20244
RBC CAPITAL MARKETS LLC · Investment advisory (plan)$77,147
THE VANDERBLOEMEN GROUP LLC$23,900
ADMINISTRATIVE FIDUCIARY SERVICES I$8,852

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$216,487 · 0.20%
2023$170,183 · 0.19%
2022$268,783 · 0.32%
Similar plansConstruction · Illinois
Heritage-Crystal Clean, LLC IL$121.8M · 0.20%
Anson Industries Inc. IL$118.3M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 464566651 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.