Plan Ledger DOL Form 5500 · updated monthly

Alfred Benesch & Company401(k)

EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Alfred Benesch & Company reported $483,389 in plan administrative expenses for 2024: 0.16% of average plan assets, higher than ~75% of peers. Employer contributions averaged $11,556 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 0.14% to 0.16%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 220th-largest of 3,702 plans among Illinois employers on file, and the 507th of 11,654 in professional & technical services. In 2024, the employer put in $1.07 for every $1.00 employees contributed themselves; active participation has grown from 900 to 1,060 since 2022.

Plan summary
Net assets, end of year$336,316,711
Participants with balances1,563
Active participants1,060
Employer contributions$12,249,857
Employee contributions$11,491,005
Employer contribution per active participant$11,556
Average account balance$215,174
Benefits paid to participants$11,563,371
Plan auditUnmodified (clean) audit opinion
AuditorMATHIESON MOYSKI AUSTIN & CO. LLP
Plan history3
Yearassets · accounts · employer contribution
2024$336.3M · 1,563 accts · $12.2M emplr
2023$277.3M · 1,350 accts · $10.7M emplr
2022$228.8M · 1,264 accts · $9.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$279,712
Investment management$140,300
Total administrative$483,389
The Alfred Benesch & Company 401(k) match · 2024
Employer contribution per active participant$11,556
Median for plans this size$4,294
2024$11,556 per active participant
2023$10,315 per active participant
2022$10,425 per active participant

Alfred Benesch & Company's 2024 employer contribution ran above the $4,294 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 · 20244
VOYA RETIREMENT INSURANCE & ANNUITY · Investment advisory (participants)$78,494
ROTHSCHILD INVESTEMENT CORP$42,500
MMA$16,900
ERISA INC · 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$483,389 · 0.16%
2023$357,920 · 0.14%
2022$338,682 · 0.14%
Same employer
Similar plansProfessional & Technical Services · Illinois
Imeg Consultants Corp. IL$380.2M · 0.09%
Convergint Technologies, LLC IL$376.3M · 0.22%
Heidrick & Struggles, Inc. IL$320.8M · 0.07%
Tandem HR, LLC IL$287.2M · 0.18%
Sikich LLP IL$280.1M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362407363 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.