Plan Ledger DOL Form 5500 · updated monthly

Blommer Chocolate Company, Inc.401(k)

THE BLOMMER CHOCOLATE COMPANY EMPLOYEES' PROFIT- SHARING AND 401K PLAN · CHICAGO, IL · plan year 2023

Reported admin expense ratio · 2023
0.19%

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

Blommer Chocolate Company, Inc. reported $188,920 in plan administrative expenses for 2023: 0.19% of average plan assets, above the peer median. Employer contributions averaged $2,347 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 0.18% to 0.15%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other manufacturing employers. By assets it is the 535th-largest of 3,702 plans among Illinois employers on file, and the 1,822nd of 13,661 in manufacturing. In 2023, employees put in $2.19 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$106,416,473
Participants with balances1,129
Active participants816
Employer contributions$1,915,071
Employee contributions$4,197,942
Employer contribution per active participant$2,347
Average account balance$94,257
Benefits paid to participants$12,991,078
Plan auditUnmodified (clean) audit opinion
AuditorOSTROW REISIN BERK & ABRAMS, LTD.
Plan history3
Yearassets · accounts · employer contribution
2024$101.3M · 924 accts · $1.5M emplr
2023$106.4M · 1,129 accts · $1.9M emplr
2022$96.7M · 1,187 accts · $1.6M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$122,060
Investment management$18,182
Total administrative$188,920
The Blommer Chocolate Company, Inc. 401(k) match · 2023
Employer contribution per active participant$2,347
Median for plans this size$3,659
2024$2,462 per active participant
2023$2,347 per active participant
2022$1,848 per active participant

Blommer Chocolate Company, Inc.'s 2023 employer contribution ran below the $3,659 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
T ROWE PRICE RPS INC · Recordkeeping · Trustee$119,427
CAPFINANCIAL PARTNERS LLC · Investment advisory (plan)$72,727

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$154,732 · 0.15%
2023$188,920 · 0.19%
2022$184,147 · 0.18%
Same employer
Similar plansManufacturing · Illinois
The Azek Group LLC IL$109.9M · 0.31%
Titan International, Inc. IL$108.5M · 0.19%
Nufarm Americas Inc. IL$105.3M · 0.02%
Provisur Technologies, Inc. IL$102.8M · 0.01%
Smalley Steel Ring Co IL$100.1M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 360815905 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.