Plan Ledger DOL Form 5500 · updated monthly

Burrell Communications Group, Ll401(k)

BURRELL COMMUNICATIONS GROUP, LLC PROFIT SHARING/TAX-SHELTERED · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.54%

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

Burrell Communications Group, Ll reported $48,541 in plan administrative expenses for 2024: 0.54% of average plan assets, above the peer median. Employer contributions averaged $546 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 rose from 0.08% to 0.54%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Illinois (2,488th of 3,702), and 8,353rd of 11,654 in professional & technical services. In 2024, employees put in $13.52 for every $1.00 the employer contributed; active participation has shrunk from 118 to 103 since 2022.

Plan summary
Net assets, end of year$8,932,306
Participants with balances144
Active participants103
Employer contributions$56,231
Employee contributions$760,344
Employer contribution per active participant$546
Average account balance$62,030
Benefits paid to participants$2,050,500
Plan auditUnmodified (clean) audit opinion
AuditorMILLER COOPER & CO LTD.
Plan history3
Yearassets · accounts · employer contribution
2024$8.9M · 144 accts · $56K emplr
2023$8.9M · 107 accts · $44K emplr
2022$8.1M · 108 accts · $49K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,962
Investment management$31,579
Total administrative$48,541
The Burrell Communications Group, Ll 401(k) match · 2024
Employer contribution per active participant$546
Median for plans this size$1,313
2024$546 per active participant
2023$377 per active participant
2022$418 per active participant

Burrell Communications Group, Ll's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. 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 SMITH BARNEY · Recordkeeping · Trustee$31,578
ADP, INC. · Loan processing · Recordkeeping$16,961
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP, Morgan Stanley
2023ADP

This plan has changed recordkeepers within these filings. If you left Burrell Communications Group, Ll before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$48,541 · 0.54%
2023$5,683 · 0.07%
2022$7,799 · 0.08%
Same employer
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Challenger Performance IL$9.1M · 0.32%
Built in, Inc. IL$9.0M · 0.01%
Simantel Group LTD IL$9.0M · 0.44%
Citrus Health Group, Inc. IL$8.9M · 0.25%
Amplifi Loyalty Solutions IL$8.6M · 0.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364297766 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.