Plan Ledger DOL Form 5500 · updated monthly

Antares Capital LP401(k)

ANTARES CAPITAL LP 401(K) PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Antares Capital LP reported $3,406 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $16,228 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 0.003% to 0.002%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 368th-largest of 3,702 plans among Illinois employers on file, and the 649th of 4,798 in finance & insurance. In 2024, employees put in $1.14 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$175,505,914
Participants with balances651
Active participants469
Employer contributions$7,610,963
Employee contributions$8,714,149
Employer contribution per active participant$16,228
Average account balance$269,594
Benefits paid to participants$4,984,358
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$175.5M · 651 accts · $7.6M emplr
2023$137.2M · 605 accts · $6.8M emplr
2022$103.1M · 569 accts · $10.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,406
Total administrative$3,406
The Antares Capital LP 401(k) match · 2024
Employer contribution per active participant$16,228
Median for plans this size$3,635
2024$16,228 per active participant
2023$14,522 per active participant
2022$24,717 per active participant

Antares Capital LP's 2024 employer contribution ran above the $3,635 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$3,406

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$3,406 · 0.00%
2023$3,175 · 0.00%
2022$3,163 · 0.00%
Similar plansFinance & Insurance · Illinois
Golub Capital LLC IL$193.4M · 0.04%
Wolverine Trading, LLC IL$181.0M · 0.00%
Bdt Capital Partners, LLC IL$168.7M · 0.03%
The Chartis Group, LLC IL$158.5M · 0.07%
Optiver Services US LLC IL$153.6M · 0.02%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 474644629 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.