Plan Ledger DOL Form 5500 · updated monthly

Chicago Baseball Holdings, LLC401(k)

CHICAGO CUBS ASSOCIATES RETIREMENT PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Chicago Baseball Holdings, LLC reported $119,488 in plan administrative expenses for 2024: 0.11% of average plan assets, below the peer median. Employer contributions averaged $8,769 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 0.13% to 0.11%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 500th-largest of 3,702 plans among Illinois employers on file, and the 84th of 1,311 in arts, entertainment & recreation. In 2024, the employer put in $1.08 for every $1.00 employees contributed themselves; active participation has grown from 492 to 641 since 2022.

Plan summary
Net assets, end of year$117,586,641
Participants with balances875
Active participants641
Employer contributions$5,621,240
Employee contributions$5,201,507
Employer contribution per active participant$8,769
Average account balance$134,385
Benefits paid to participants$6,988,169
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$117.6M · 875 accts · $5.6M emplr
2023$98.7M · 787 accts · $5.4M emplr
2022$78.6M · 703 accts · $4.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$73,888
Investment management$30,000
Audit (IQPA)$15,600
Total administrative$119,488
The Chicago Baseball Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$8,769
Median for plans this size$3,635
2024$8,769 per active participant
2023$9,843 per active participant
2022$8,666 per active participant

Chicago Baseball Holdings, LLC's 2024 employer contribution ran above the $3,635 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$73,888
SAGEVIEW ADVISORY GROUP, LLC · Consulting · Investment advisory (plan)$30,000
SIKICH CPA LLC · Accounting / audit · Consulting$15,600

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$119,488 · 0.11%
2023$120,065 · 0.14%
2022$112,028 · 0.13%
Similar plansArts, Entertainment & Recreation · Illinois
The Art Institute of Chicago IL$211.0M · 0.14%
Resorts World Las Vegas, LLC NY$123.7M · 0.69%
Seneca Gaming Corporation NY$123.2M · 0.21%
Kroenke Sports Holdings, LLC CO$120.7M · 0.04%
Clair Global Corporation PA$114.9M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 270508718 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.