Plan Ledger DOL Form 5500 · updated monthly

Atg Management Services, Inc.401(k)

CHICAGO AMBULANCE ALLIANCE 401(K) PLAN · TINLEY PARK, IL · plan year 2024

Reported admin expense ratio · 2024
1.20%

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

Atg Management Services, Inc. reported $61,662 in plan administrative expenses for 2024: 1.20% of average plan assets, higher than ~75% of peers. Employer contributions averaged $595 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 1.20%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Illinois (2,928th of 3,702), and 7,761st of 11,911 in health care & social assistance. In 2024, employees put in $3.11 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,267,346
Participants with balances274
Active participants229
Employer contributions$136,181
Employee contributions$423,199
Employer contribution per active participant$595
Average account balance$19,224
Benefits paid to participants$980,322
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$5.3M · 274 accts · $136K emplr
2022$3.9M · 71 accts · $49K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,182
Investment management$31,480
Audit (IQPA)$9,000
Total administrative$61,662
The Atg Management Services, Inc. 401(k) match · 2024
Employer contribution per active participant$595
Median for plans this size$1,313
2024$595 per active participant
2022$199 per active participant

Atg Management Services, Inc.'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 · 20243
CORRELL CO · Recordkeeping · Loan processing$21,182
FINANCIAL RENAISSANCE · Investment management · Investment advisory (plan)$31,480
CASSELL PLAN AUDITS · Accounting / audit$9,000

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

Administrative cost history2
2024$61,662 · 1.20%
2022$49,452 · 1.17%
Same employer
Similar plansHealth Care & Social Assistance · Illinois
Erie Neighborhood House IL$5.1M · 0.82%
The Lambs Farm, Inc. IL$4.9M · 0.07%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 205510626 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.