Plan Ledger DOL Form 5500 · updated monthly

Cboe Services Co.401(k)

CBOE GLOBAL MARKETS SMART PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Cboe Services Co. reported $143,331 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $14,318 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.

The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other finance & insurance employers. By assets it is the 153rd-largest of 3,702 plans among Illinois employers on file, and the 306th of 4,798 in finance & insurance. In 2024, employees put in $1.11 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$509,072,803
Participants with balances1,613
Active participants1,125
Employer contributions$16,108,224
Employee contributions$17,905,160
Employer contribution per active participant$14,318
Average account balance$315,606
Benefits paid to participants$37,304,575
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,743
Audit (IQPA)$12,750
Total administrative$143,331
The Cboe Services Co. 401(k) match · 2024
Employer contribution per active participant$14,318
Median for plans this size$4,294

Cboe Services Co.'s 2024 employer contribution ran above the $4,294 median for plans its size, placing it in the top 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
MERCER INVESTMENTS, LLC · Consulting$71,250
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$43,742
CARON & BLETZER, PLLC · Accounting / audit$12,750

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

Administrative cost history1
2024$143,331 · 0.03%
Similar plansFinance & Insurance · Illinois
Guggenheim Services, LLC IL$703.5M · 0.05%
Ryan Specialty, LLC IL$635.5M · 0.03%
Rate Holdings Corp. IL$525.8M · 0.11%
Alera Group, Inc. IL$499.7M · 0.25%
Cboe Global Markets, Inc. IL$430.9M · 0.01%
Multiplan, Inc. IL$422.6M · 0.16%
Rli Corp. IL$403.8M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 113817385 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.