Plan Ledger DOL Form 5500 · updated monthly

Caputo's New Farm Produce - Addison, Inc.401(k)

CAPUTO'S NEW FARM PRODUCE, INC. 401(K) PLAN · CAROL STREAM, IL · plan year 2024

Reported admin expense ratio · 2024
0.82%

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

Caputo's New Farm Produce - Addison, Inc. reported $80,597 in plan administrative expenses for 2024: 0.82% of average plan assets, above the peer median. Employer contributions averaged $250 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 0.82%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Illinois (2,347th of 3,702), and the 2,541st of 5,215 in retail trade. In 2024, employees put in $2.07 for every $1.00 the employer contributed; active participation has shrunk from 1,235 to 958 since 2022.

Plan summary
Net assets, end of year$10,479,056
Participants with balances152
Active participants958
Employer contributions$239,385
Employee contributions$495,880
Employer contribution per active participant$250
Average account balance$68,941
Benefits paid to participants$667,136
Plan auditUnmodified (clean) audit opinion
AuditorMILLER COOPER & CO, LTD
Plan history3
Yearassets · accounts · employer contribution
2024$10.5M · 152 accts · $239K emplr
2023$9.2M · 156 accts · $223K emplr
2022$7.5M · 136 accts · $201K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,548
Investment management$42,049
Total administrative$80,597
The Caputo's New Farm Produce - Addison, Inc. 401(k) match · 2024
Employer contribution per active participant$250
Median for plans this size$1,313
2024$250 per active participant
2023$152 per active participant
2022$163 per active participant

Caputo's New Farm Produce - Addison, Inc.'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 · 20242
PCS RETIREMENT LLC · Contract administrator · Recordkeeping$38,548
BRINKER CAPITAL INVESTMENTS LLC · Investment management$42,349

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

Recordkeeper by year2
2024PCS Retirement
2023PCS Retirement

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Administrative cost history3
2024$80,597 · 0.82%
2023$85,150 · 1.02%
2022$64,249 · 0.79%
Same employer
Similar plansRetail Trade · Illinois
Worden-Martin Inc IL$10.7M · 0.54%
The Glik Company IL$10.6M · 0.37%
Sutton Ford, Inc. IL$10.6M · 0.55%
Willowbrook Ford, Inc. IL$10.4M · 0.48%
Wickstrom Auto Group, Inc. IL$10.3M · 0.49%
J.A.K.Enterprises, Inc. IL$10.2M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363760368 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.