Plan Ledger DOL Form 5500 · updated monthly

Athletico, LTD.401(k)

ATHLETICO, LTD. EMPLOYEES PROFIT SHARING PLAN · OAK BROOK, IL · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Athletico, LTD. reported $399,901 in plan administrative expenses for 2024: 0.11% of average plan assets, above the peer median. Employer contributions averaged $582 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 0.12% to 0.11%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 187th-largest of 3,702 plans among Illinois employers on file, and the 384th of 11,911 in health care & social assistance. In 2024, employees put in $7.17 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$410,274,957
Participants with balances11,216
Active participants9,048
Employer contributions$5,263,400
Employee contributions$37,727,403
Employer contribution per active participant$582
Average account balance$36,579
Benefits paid to participants$26,433,944
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$410.3M · 11,216 accts · $5.3M emplr
2023$341.8M · 10,958 accts · $6.1M emplr
2022$220.1M · 7,022 accts · $3.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$307,126
Investment management$92,000
Total administrative$399,901
The Athletico, LTD. 401(k) match · 2024
Employer contribution per active participant$582
Median for plans this size$4,294
2024$582 per active participant
2023$690 per active participant
2022$381 per active participant

Athletico, LTD.'s 2024 employer contribution ran below the $4,294 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 · 20242
T ROWE PRICE RPS INC · Recordkeeping · Trustee$307,126
CAPFINANCIAL PARTNERS LLC · Investment advisory (plan)$92,000

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

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

Administrative cost history3
2024$399,901 · 0.11%
2023$396,153 · 0.14%
2022$273,193 · 0.12%
Same employer
Similar plansHealth Care & Social Assistance · Illinois
Option Care Health, Inc. IL$412.6M · 0.13%
Blessing Corporate Services IL$380.8M · 0.08%
Carle Holding Company, Inc. IL$329.6M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363771769 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.