Plan Ledger DOL Form 5500 · updated monthly

Association House of Chicago401(k)

ASSOCIATION HOUSE OF CHICAGO 401(K) SAVINGS AND RETIREMENT PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Association House of Chicago reported $12,990 in plan administrative expenses for 2024: 0.36% of average plan assets, below the peer median. Employer contributions averaged $457 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 3 years on file its reported administrative ratio has held roughly steady near 0.36%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Illinois (3,107th of 3,702), and 2,486th of 3,341 in other services. In 2024, employees put in $2.77 for every $1.00 the employer contributed; active participation has grown from 164 to 196 since 2022.

Plan summary
Net assets, end of year$3,873,043
Participants with balances124
Active participants196
Employer contributions$89,522
Employee contributions$248,381
Employer contribution per active participant$457
Average account balance$31,234
Benefits paid to participants$190,214
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.9M · 124 accts · $90K emplr
2023$3.3M · 116 accts · $74K emplr
2022$3.0M · 110 accts · $63K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,286
Investment management$704
Total administrative$12,990
The Association House of Chicago 401(k) match · 2024
Employer contribution per active participant$457
Median for plans this size$1,313
2024$457 per active participant
2023$416 per active participant
2022$386 per active participant

Association House of Chicago's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
TRANSAMERICA FINANCIAL LIFE INS. CO · Recordkeeping · Loan processing$12,286

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$12,990 · 0.36%
2023$14,725 · 0.47%
2022$12,012 · 0.38%
Same employer
Similar plansOther Services · Illinois
B.J. Salons, Inc. IL$4.2M · 0.01%
L S B Z Inc. IL$3.9M · 0.56%
The Resurrection Project IL$3.5M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362166961 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.