Plan Ledger DOL Form 5500 · updated monthly

Bella Baby Photography, LLC401(k)

BELLA BABY PHOTOGRAPHY, LLC 401(K) PROFIT SHARING PLAN AND TRUST · NAPERVILLE, IL · plan year 2024

Reported admin expense ratio · 2024
0.68%

Bella Baby Photography, LLC reported $3,708 in plan administrative expenses for 2024: 0.68% of average plan assets, below the peer median. 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 0.98% to 0.68%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Illinois (3,538th of 3,702), and 3,149th of 3,341 in other services. active participation has grown from 186 to 285 since 2022.

Plan summary
Net assets, end of year$627,172
Participants with balances347
Active participants285
Employer contributions—
Employee contributions$121,738
Employer contribution per active participant—
Average account balance$1,807
Benefits paid to participants$15,675
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$627K · 347 accts
2023$465K · 352 accts
2022$319K · 361 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$728
Investment management$2,980
Total administrative$3,708
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
ASCENSUS LLC · Recordkeeping$728

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history3
2024$3,708 · 0.68%
2023$2,926 · 0.75%
2022$3,420 · 0.98%
Similar plansOther Services · Illinois
Montgomery Place IL$1.2M · 0.95%
Respitecare, Inc. IL$938K · 0.40%
Paws Chicago IL$621K · 0.37%
Fidelity on Call, LTD. IL$538K · 0.16%
Senior Services Plus Inc. IL$446K · 0.18%
Riverside Foundation IL$150K · 4.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 472525673 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.