Plan Ledger DOL Form 5500 · updated monthly

Chicago Historical Society401(k)

CHICAGO HISTORICAL SOCIETY DEFINED CONTRIBUTION PENSION PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.66%

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

Chicago Historical Society reported $41,890 in plan administrative expenses for 2024: 0.66% of average plan assets, above the peer median. Employer contributions averaged $2,130 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 0.97% to 0.66%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Illinois (2,781st of 3,702), and 843rd of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.96 for every $1.00 the employer contributed; active participation has shrunk from 119 to 99 since 2022.

Plan summary
Net assets, end of year$6,469,909
Participants with balances135
Active participants99
Employer contributions$210,824
Employee contributions$412,521
Employer contribution per active participant$2,130
Average account balance$47,925
Benefits paid to participants$1,138,412
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.5M · 135 accts · $211K emplr
2023$6.2M · 132 accts · $165K emplr
2022$6.1M · 159 accts · $143K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,667
Investment management$26,223
Total administrative$41,890
The Chicago Historical Society 401(k) match · 2024
Employer contribution per active participant$2,130
Median for plans this size$1,313
2024$2,130 per active participant
2023$1,553 per active participant
2022$1,203 per active participant

Chicago Historical Society's 2024 employer contribution ran above the $1,313 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 · 20243
ADP, INC. · Loan processing · Recordkeeping$15,667
SAGEVIEW ADVISORY GROUP LLC · Recordkeeping · Pension consulting$15,573
MITCHEL & TITUS, LLP · Recordkeeping · Pension consulting$10,650

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

Recordkeeper by year2
2024ADP, MITCHEL & TITUS, LLP, SAGEVIEW ADVISORY GROUP LLC
2023ADP, MITCHEL & TITUS, LLP, SAGEVIEW ADVISORY GROUP LLC

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Administrative cost history3
2024$41,890 · 0.66%
2023$46,601 · 0.76%
2022$64,730 · 0.97%
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Fitness Formula, LTD IL$8.9M · 0.34%
The Adler Planetarium IL$7.6M · 0.57%
The Second City, Inc. IL$6.4M · 0.81%
The Joffrey Ballet IL$6.4M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362167004 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.