Plan Ledger DOL Form 5500 · updated monthly

Bohemian Home for the Aged401(k)

TABOR HILLS 401(K) PLAN · NAPERVILLE, IL · plan year 2024

Reported admin expense ratio · 2024
0.64%

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

Bohemian Home for the Aged reported $56,946 in plan administrative expenses for 2024: 0.64% of average plan assets, above the peer median. Employer contributions averaged $1,703 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 0.64%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Illinois (2,442nd of 3,702), and the 5,904th of 11,911 in health care & social assistance. In 2024, employees put in $1.74 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,393,437
Participants with balances188
Active participants179
Employer contributions$304,921
Employee contributions$531,076
Employer contribution per active participant$1,703
Average account balance$49,965
Benefits paid to participants$789,000
Plan auditUnmodified (clean) audit opinion
AuditorSMITH + HOWARD ADVISORY, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$9.4M · 188 accts · $305K emplr
2023$8.4M · 184 accts · $306K emplr
2022$6.8M · 184 accts · $275K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,184
Investment management$33,762
Total administrative$56,946
The Bohemian Home for the Aged 401(k) match · 2024
Employer contribution per active participant$1,703
Median for plans this size$1,313
2024$1,703 per active participant
2023$1,787 per active participant
2022$1,649 per active participant

Bohemian Home for the Aged's 2024 employer contribution ran above the $1,313 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
MORGAN STANLEY · Investment advisory (plan)$31,840
EMPOWER ADVISORY GROUP, LLC · Investment management$1,922

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

Administrative cost history3
2024$56,946 · 0.64%
2023$36,408 · 0.48%
2022$39,581 · 0.62%
Same employer
Similar plansHealth Care & Social Assistance · Illinois
Lawrence Hall IL$9.7M · 0.56%
One Hope United IL$9.4M · 1.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362181959 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.