Plan Ledger DOL Form 5500 · updated monthly

Ashling Partners LLC401(k)

ASHLING PARTNERS LLC 401(K) PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.64%

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

Ashling Partners LLC reported $40,222 in plan administrative expenses for 2024: 0.64% of average plan assets, above the peer median. Employer contributions averaged $675 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 1.07% to 0.64%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Illinois (2,703rd of 3,702), and 3,225th of 5,215 in retail trade. In 2024, employees put in $13.73 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,203,206
Participants with balances167
Active participants139
Employer contributions$93,874
Employee contributions$1,288,779
Employer contribution per active participant$675
Average account balance$43,133
Benefits paid to participants$1,009,172
Plan auditUnmodified (clean) audit opinion
AuditorCOULTIER & JUSTUS, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$7.2M · 167 accts · $94K emplr
2023$5.4M · 166 accts · $191K emplr
2022$2.9M · 163 accts · $201K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,179
Investment management$43
Total administrative$40,222
The Ashling Partners LLC 401(k) match · 2024
Employer contribution per active participant$675
Median for plans this size$1,313
2024$675 per active participant
2023$1,628 per active participant
2022$1,545 per active participant

Ashling Partners LLC's 2024 employer contribution ran below the $1,313 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
TRANSAMERICA FINANCIAL LIFE INS · Recordkeeping · Loan processing$24,543
ADMIN GROUP, LLC DBA TAG RESOURCES · Recordkeeping · Loan processing$11,841
ADVISED ASSETS GROUP, LLOC · Investment management$43

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADMIN GROUP, LLC DBA TAG RESOURCES, Transamerica
2023ADMIN. GROUP, LLC DBA TAG RESOURCES, Transamerica

This plan has changed recordkeepers within these filings. If you left Ashling Partners LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$40,222 · 0.64%
2023$41,407 · 1.00%
2022$23,525 · 1.07%
Same employer
Similar plansRetail Trade · Illinois
Castle Chevrolet, Inc. IL$7.3M · 0.16%
Auffenberg Hyundai, Inc. IL$7.3M · 0.70%
Fairplay, Inc. IL$7.2M · 0.58%
Walter Lagestee, Inc. IL$6.8M · 0.23%
12 Interactive, LLC IL$6.5M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 822986155 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.