Plan Ledger DOL Form 5500 · updated monthly

Brookside Partners, LLC401(k)

BROOKSIDE PARTNERS 401(K) PROFIT SHARING PLAN · BARTLETT, IL · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Brookside Partners, LLC reported $2,130 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,752 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 0.10% to 0.04%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Illinois (2,911th of 3,702), and 2,483rd of 3,091 in educational services. In 2024, employees put in $1.55 for every $1.00 the employer contributed; active participation has grown from 117 to 129 since 2022.

Plan summary
Net assets, end of year$5,382,867
Participants with balances154
Active participants129
Employer contributions$226,055
Employee contributions$350,862
Employer contribution per active participant$1,752
Average account balance$34,954
Benefits paid to participants$73,026
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.4M · 154 accts · $226K emplr
2023$4.4M · 140 accts · $196K emplr
2022$3.6M · 188 accts · $177K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,130
Total administrative$2,130
The Brookside Partners, LLC 401(k) match · 2024
Employer contribution per active participant$1,752
Median for plans this size$1,313
2024$1,752 per active participant
2023$1,591 per active participant
2022$1,516 per active participant

Brookside Partners, LLC'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 · 20241

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$2,130 · 0.04%
2023$8,804 · 0.22%
2022$3,524 · 0.10%
Similar plansEducational Services · Illinois
Depaul College Prep IL$5.9M · 0.01%
Sertoma Centre Inc. IL$5.8M · 0.69%
Kipp Chicago Schools IL$5.5M · 0.03%
S.E.A.L. of Illinois IL$5.4M · 0.06%
Concept Schools Nfp IL$5.1M · 0.37%
Intrinsic Schools IL$4.5M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 271628346 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.