Plan Ledger DOL Form 5500 · updated monthly

B. C. Ziegler and Company401(k)

ZIEGLER 401(K) RETIREMENT PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

B. C. Ziegler and Company reported $90,322 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. Employer contributions averaged $3,109 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 0.088%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 530th-largest of 3,702 plans among Illinois employers on file, and the 950th of 4,798 in finance & insurance. In 2024, employees put in $5.01 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$107,551,299
Participants with balances299
Active participants179
Employer contributions$556,599
Employee contributions$2,789,709
Employer contribution per active participant$3,109
Average account balance$359,703
Benefits paid to participants$9,268,677
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$107.6M · 299 accts · $557K emplr
2023$98.9M · 310 accts · $1.3M emplr
2022$86.0M · 317 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$65,322
Investment management$25,000
Total administrative$90,322
The B. C. Ziegler and Company 401(k) match · 2024
Employer contribution per active participant$3,109
Median for plans this size$3,635
2024$3,109 per active participant
2023$7,474 per active participant
2022$6,924 per active participant

B. C. Ziegler and Company's 2024 employer contribution ran below the $3,635 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 · 20243
ONEAMERICA RETIREMENT SERVICES LLC · Recordkeeping · Loan processing$65,322
ONEAMERICA INVESTMENT ADVISORY SVCS · Investment management$25,000
MATRIX TRUST COMPANY · Custodial (securities) · Trusteeindirect comp

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$90,322 · 0.09%
2023$90,542 · 0.10%
2022$90,684 · 0.09%
Same employer
Similar plansFinance & Insurance · Illinois
Pt Financial Holdings, Inc. IL$108.3M · 0.05%
Abn Amro IL$106.2M · 0.01%
Lincoln International LLC IL$105.0M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390727640 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.