Plan Ledger DOL Form 5500 · updated monthly

Chinese American Service League, Inc.401(k)

CHINESE AMERICAN SERVICE LEAGUE RETIREMENT PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Chinese American Service League, Inc. reported $16,891 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $891 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 0.26%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Illinois (2,728th of 3,702), and 6,891st of 11,911 in health care & social assistance. In 2024, the employer put in $1.10 for every $1.00 employees contributed themselves; active participation has shrunk from 763 to 441 since 2022.

Plan summary
Net assets, end of year$6,954,346
Participants with balances389
Active participants441
Employer contributions$392,784
Employee contributions$358,268
Employer contribution per active participant$891
Average account balance$17,877
Benefits paid to participants$407,089
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.0M · 389 accts · $393K emplr
2023$5.9M · 384 accts · $303K emplr
2022$5.1M · 418 accts · $286K emplr
Administrative expenses, itemized · 2024
Investment management$16,891
Total administrative$16,891
The Chinese American Service League, Inc. 401(k) match · 2024
Employer contribution per active participant$891
Median for plans this size$1,313
2024$891 per active participant
2023$416 per active participant
2022$375 per active participant

Chinese American Service League, Inc.'s 2024 employer contribution ran below 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 · 20242
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$3,980
ALLIANT INS SERVICES INC · Investment advisory (participants) · Investment advisory (plan)$12,911

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$16,891 · 0.26%
2023$16,082 · 0.29%
2022$14,960 · 0.27%
Same employer
Similar plansHealth Care & Social Assistance · Illinois
Meier Clinics Foundation IL$7.4M · 0.63%
S.I.R. Management, Inc. IL$7.3M · 0.35%
Christopher House IL$6.9M · 0.22%
Heartland Alliance Health IL$6.8M · 0.13%
Penta Group, Inc. IL$6.7M · 0.47%
Pillars Community Health IL$6.7M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362984043 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.