Plan Ledger DOL Form 5500 · updated monthly

Asian Human Services dba Trellus401(k)

ASIAN HUMAN SERVICES, INC. 401(K) PLAN · CHICAGO, IL · plan year 2023

Reported admin expense ratio · 2023
1.44%

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

Asian Human Services dba Trellus reported $20,804 in plan administrative expenses for 2023: 1.44% of average plan assets, higher than ~90% of peers. Employer contributions averaged $561 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 1.34% to 1.63%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Illinois (3,417th of 3,702), and 10,424th of 11,911 in health care & social assistance. In 2023, employees put in $3.20 for every $1.00 the employer contributed; active participation has grown from 93 to 110 since 2022.

Plan summary
Net assets, end of year$1,546,522
Participants with balances142
Active participants110
Employer contributions$61,663
Employee contributions$197,123
Employer contribution per active participant$561
Average account balance$10,891
Benefits paid to participants$242,610
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.5M · 125 accts · $93K emplr
2023$1.5M · 142 accts · $62K emplr
2022$1.3M · 121 accts · $48K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$16,360
Investment management$4,444
Total administrative$20,804
The Asian Human Services dba Trellus 401(k) match · 2023
Employer contribution per active participant$561
Median for plans this size$1,308
2024$903 per active participant
2023$561 per active participant
2022$521 per active participant

Asian Human Services dba Trellus's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
ADP, INC. · Loan processing · Recordkeeping$16,360

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

Recordkeeper by year2
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$24,661 · 1.63%
2023$20,804 · 1.44%
2022$19,191 · 1.34%
Same employer
Similar plansHealth Care & Social Assistance · Illinois
El Valor Corporation IL$1.6M · 1.85%
By Your Side, LLC IL$1.6M · 1.36%
Simple Laboratories LLC IL$1.5M · 0.42%
Marc Center IL$1.5M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363005889 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.