Plan Ledger DOL Form 5500 · updated monthly

Campagna-Turano Bakery, Inc.401(k)

CAMPAGNA-TURANO BAKERY, INC. INCENTIVE 401(K) SAVINGS PLAN AND TRUST · BERWYN, IL · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Campagna-Turano Bakery, Inc. reported $183,652 in plan administrative expenses for 2024: 0.19% of average plan assets, above the peer median. Employer contributions averaged $3,994 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 0.34% to 0.19%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 550th-largest of 3,702 plans among Illinois employers on file, and the 368th of 5,215 in retail trade. In 2024, employees put in $1.14 for every $1.00 the employer contributed; active participation has grown from 900 to 1,094 since 2022.

Plan summary
Net assets, end of year$103,528,058
Participants with balances1,381
Active participants1,094
Employer contributions$4,369,177
Employee contributions$4,982,304
Employer contribution per active participant$3,994
Average account balance$74,966
Benefits paid to participants$8,037,114
Plan auditUnmodified (clean) audit opinion
AuditorR. J. AUGUSTINE, LTD.
Plan history3
Yearassets · accounts · employer contribution
2024$103.5M · 1,381 accts · $4.4M emplr
2023$90.8M · 1,247 accts · $4.0M emplr
2022$76.1M · 1,188 accts · $3.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$183,652
Total administrative$183,652
The Campagna-Turano Bakery, Inc. 401(k) match · 2024
Employer contribution per active participant$3,994
Median for plans this size$3,635
2024$3,994 per active participant
2023$4,157 per active participant
2022$4,053 per active participant

Campagna-Turano Bakery, Inc.'s 2024 employer contribution ran above the $3,635 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 · 20244
TRANSAMERICA RETIREMENT SOLUTIONS, · Recordkeeping · Loan processing$65,574
RETIREMENT SOLUTION GROUP · Recordkeeping · Loan processingindirect comp
GLOBAL RETIREMENT PARTNERS · Investment advisory (plan)$108,987
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)indirect 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
2024RETIREMENT SOLUTION GROUP, Transamerica
2023RETIREMENT SOLUTION GROUP, Transamerica

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

Administrative cost history3
2024$183,652 · 0.19%
2023$176,145 · 0.21%
2022$289,127 · 0.34%
Same employer
Similar plansRetail Trade · Illinois
Peapod Digital Labs, LLC IL$156.2M · 0.01%
Bge, LTD. IL$126.2M · 0.02%
Abt Electronics, Inc. IL$124.7M · 0.21%
Martin & Bayley, Inc. IL$120.6M · 0.01%
Dick Blick Holdings, Inc. IL$102.1M · 0.15%
M. E. Fields, Inc. IL$94.8M · 0.30%
Imperial Optical Midco Inc. IL$83.0M · 0.55%
Mark Anthony Brands Inc. IL$79.5M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362588905 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.