Plan Ledger DOL Form 5500 · updated monthly

Cassiday Schade LLP401(k)

CASSIDAY SCHADE PROFIT SHARING PLAN AND TRUST · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Cassiday Schade LLP reported $6,218 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,681 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 0.04% to 0.01%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 844th-largest of 3,702 plans among Illinois employers on file, and the 2,559th of 11,654 in professional & technical services. In 2024, employees put in $1.46 for every $1.00 the employer contributed; active participation has grown from 138 to 163 since 2022.

Plan summary
Net assets, end of year$55,399,714
Participants with balances232
Active participants163
Employer contributions$925,943
Employee contributions$1,352,239
Employer contribution per active participant$5,681
Average account balance$238,792
Benefits paid to participants$8,249,437
Plan auditUnmodified (clean) audit opinion
AuditorCRAY, KAISER LTD
Plan history3
Yearassets · accounts · employer contribution
2024$55.4M · 232 accts · $926K emplr
2023$48.3M · 202 accts · $933K emplr
2022$40.4M · 210 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,404
Investment management$4,814
Total administrative$6,218
The Cassiday Schade LLP 401(k) match · 2024
Employer contribution per active participant$5,681
Median for plans this size$3,635
2024$5,681 per active participant
2023$6,262 per active participant
2022$7,552 per active participant

Cassiday Schade LLP'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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$2,404

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$6,218 · 0.01%
2023$7,422 · 0.02%
2022$19,748 · 0.04%
Same employer
Similar plansProfessional & Technical Services · Illinois
Impact Advisors, LLC IL$58.4M · 0.44%
Greeley and Hansen LLC IL$58.3M · 0.12%
3CLOUD LLC IL$57.4M · 0.11%
V3 Companies, LTD. IL$56.4M · 0.22%
Legacy Professionals LLP IL$52.9M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363041539 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.