Plan Ledger DOL Form 5500 · updated monthly

Association for Individual Development401(k)

ASSOCIATION FOR INDIVIDUAL DEVELOPMENT RETIREMENT PLAN · AURORA, IL · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Association for Individual Development reported $36,244 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $1,490 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 0.17% to 0.21%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 1,781st-largest of 3,702 plans among Illinois employers on file, and the 1,127th of 3,341 in other services. In 2024, employees put in $1.22 for every $1.00 the employer contributed; active participation has grown from 552 to 645 since 2022.

Plan summary
Net assets, end of year$18,225,169
Participants with balances720
Active participants645
Employer contributions$960,867
Employee contributions$1,167,560
Employer contribution per active participant$1,490
Average account balance$25,313
Benefits paid to participants$1,489,032
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.2M · 720 accts · $961K emplr
2023$15.9M · 629 accts · $864K emplr
2022$13.2M · 626 accts · $665K emplr
The Association for Individual Development 401(k) match · 2024
Employer contribution per active participant$1,490
Median for plans this size$2,416
2024$1,490 per active participant
2023$1,475 per active participant
2022$1,205 per active participant

Association for Individual Development's 2024 employer contribution ran below the $2,416 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 · 20241
TRUST COMPANY OF ILLINOIS · Trustee · Loan processing$36,244

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$36,244 · 0.21%
2023$30,686 · 0.21%
2022$24,045 · 0.17%
Same employer
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Tawani Enterprises, Inc. IL$20.7M · 0.49%
Aarete, LLC IL$18.5M · 0.46%
Tps Parking Management, LLC IL$17.0M · 0.65%
Crash Champions, LLC IL$16.7M · 0.17%
Bible League IL$16.7M · 0.28%
Spothero, Inc. IL$16.4M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362472748 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.