Plan Ledger DOL Form 5500 · updated monthly

Bartlit Beck LLP401(k)

BARTLIT BECK LLP 401(K) PLAN AND TRUST · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Bartlit Beck LLP reported $183,179 in plan administrative expenses for 2024: 0.20% of average plan assets, above the peer median. Employer contributions averaged $5,788 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 0.196%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 576th-largest of 3,702 plans among Illinois employers on file, and the 1,514th of 11,654 in professional & technical services. In 2024, employees put in $3.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$99,649,071
Participants with balances203
Active participants168
Employer contributions$972,367
Employee contributions$3,138,027
Employer contribution per active participant$5,788
Average account balance$490,882
Benefits paid to participants$7,051,449
Plan auditUnmodified (clean) audit opinion
AuditorDHJJ LTD
Plan history3
Yearassets · accounts · employer contribution
2024$99.6M · 203 accts · $972K emplr
2023$87.1M · 191 accts · $905K emplr
2022$71.4M · 181 accts · $344K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$80,526
Investment management$93,379
Trustee / custodial$9,274
Total administrative$183,179
The Bartlit Beck LLP 401(k) match · 2024
Employer contribution per active participant$5,788
Median for plans this size$3,635
2024$5,788 per active participant
2023$5,386 per active participant
2022$2,035 per active participant

Bartlit Beck LLP's 2024 employer contribution ran above 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 · 20244
HOWARD SIMON & ASSOCIATES, INC. · Recordkeeping · Pension consulting$80,526

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

Recordkeeper by year2
2024HOWARD SIMON & ASSOCIATES, INC.
2023HOWARD SIMON & ASSOCIATES, INC.

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

Administrative cost history3
2024$183,179 · 0.20%
2023$154,957 · 0.20%
2022$158,097 · 0.20%
Same employer
Similar plansProfessional & Technical Services · Illinois
Tempus Labs, Inc. IL$102.1M · 0.24%
Hh Associates US, Inc. IL$102.0M · 0.13%
Sentinel Technologies, Inc. IL$100.0M · 0.21%
Ucc Holdco, LLC IL$99.2M · 0.12%
Litchfield Cavo LLP IL$98.5M · 0.11%
Witt/Kieffer Inc. IL$96.8M · 0.11%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 363909157 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.