Plan Ledger DOL Form 5500 · updated monthly

Antunovich Associates, Inc.401(k)

ANTUNOVICH ASSOCIATES, INC. PROFIT SHARING PLAN · CHICAGO, IL · plan year 2023

Reported admin expense ratio · 2023
0.16%

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

Antunovich Associates, Inc. reported $15,015 in plan administrative expenses for 2023: 0.16% of average plan assets, lower than ~75% of peers. Employer contributions averaged $797 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 1 year on file its reported administrative ratio fell from 0.20% to 0.16%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Illinois (2,363rd of 3,702), and 7,897th of 11,654 in professional & technical services. In 2023, employees put in $8.01 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,321,383
Participants with balances90
Active participants71
Employer contributions$56,595
Employee contributions$453,607
Employer contribution per active participant$797
Average account balance$114,682
Benefits paid to participants$359,446
Plan auditUnmodified (clean) audit opinion
AuditorWEISS & COMPANY, LLP
Plan history2
Yearassets · accounts · employer contribution
2023$10.3M · 90 accts · $57K emplr
2022$8.7M · 102 accts · $17K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$5,885
Investment management$9,130
Total administrative$15,015
The Antunovich Associates, Inc. 401(k) match · 2023
Employer contribution per active participant$797
Median for plans this size$1,308
2023$797 per active participant
2022$295 per active participant

Antunovich Associates, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$15,015 · 0.16%
2022$20,998 · 0.20%
Similar plansProfessional & Technical Services · Illinois
Closerlook, Inc. IL$10.7M · 0.27%
Dac Group/Chicago, Inc. IL$10.7M · 0.20%
Revolution Marketing, LLC IL$10.6M · 0.76%
Zifo Technologies, Inc. IL$10.2M · 0.10%
The Gori Law Firm, PC IL$10.2M · 0.46%
Demark, Inc. IL$10.1M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363720559 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.