Plan Ledger DOL Form 5500 · updated monthly

Allsup, LLC401(k)

ALLSUP, LLC RETIREMENT SAVINGS PLAN · BELLEVILLE, IL · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Allsup, LLC reported $3,808 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,301 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 0.011% to 0.009%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 998th-largest of 3,702 plans among Illinois employers on file, and the 3,017th of 11,654 in professional & technical services. In 2024, employees put in $3.15 for every $1.00 the employer contributed; active participation has grown from 447 to 534 since 2022.

Plan summary
Net assets, end of year$44,676,707
Participants with balances548
Active participants534
Employer contributions$694,676
Employee contributions$2,187,784
Employer contribution per active participant$1,301
Average account balance$81,527
Benefits paid to participants$3,740,947
Plan auditUnmodified (clean) audit opinion
AuditorANDERS MINKLER HUBER AND HELM LLP
Plan history3
Yearassets · accounts · employer contribution
2024$44.7M · 548 accts · $695K emplr
2023$40.6M · 515 accts · $644K emplr
2022$33.9M · 458 accts · $586K emplr
Administrative expenses, itemized · 2024
Investment management$5,401
Total administrative$3,808
The Allsup, LLC 401(k) match · 2024
Employer contribution per active participant$1,301
Median for plans this size$2,416
2024$1,301 per active participant
2023$1,315 per active participant
2022$1,312 per active participant

Allsup, LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20243
NORTHWESTERN MUTUAL INVESTMENT · Investment advisory (plan)$5,401
NORTHWESTERN MUTUAL WEALTH MGMT COindirect comp
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect 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$3,808 · 0.01%
2023$6,081 · 0.02%
2022$4,188 · 0.01%
Same employer
Similar plansProfessional & Technical Services · Illinois
Gamma Technologies, LLC IL$47.2M · 0.21%
Brown & Joseph, LLC IL$46.4M · 0.21%
Netrix, LLC IL$45.5M · 0.02%
Collegis, LLC IL$44.1M · 0.38%
Vail Systems, Inc. IL$43.1M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 822208506 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.