Plan Ledger DOL Form 5500 · updated monthly

Cl Enterprises401(k)

CL ENTERPRISES 401(K) PLAN · PERU, IL · plan year 2024

Reported admin expense ratio · 2024
0.78%

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

Cl Enterprises reported $55,587 in plan administrative expenses for 2024: 0.78% of average plan assets, above the peer median. Employer contributions averaged $1,346 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 rose from 0.58% to 0.78%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other management of companies employers. By assets it is among the smaller plans on file in Illinois (2,597th of 3,702), and 597th of 786 in management of companies. In 2024, employees put in $1.57 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,066,909
Participants with balances740
Active participants555
Employer contributions$746,773
Employee contributions$1,169,652
Employer contribution per active participant$1,346
Average account balance$10,901
Benefits paid to participants$817,876
Plan auditUnmodified (clean) audit opinion
AuditorCASSELL PLAN AUDITS, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$8.1M · 740 accts · $747K emplr
2023$6.1M · 515 accts · $645K emplr
2022$3.8M · 510 accts · $564K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,674
Investment management$22,913
Total administrative$55,587
The Cl Enterprises 401(k) match · 2024
Employer contribution per active participant$1,346
Median for plans this size$1,313
2024$1,346 per active participant
2023$1,311 per active participant
2022$1,114 per active participant

Cl Enterprises'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 · 20245
FAIRCOURT PARTNERS LLC · Investment advisory (plan)$15,644
EMPOWER ADVISORY GROUP, LLC · Investment management$7,269
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$6,075
PENTEGRA SERVICES INC · Contract administrator$5,910

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$55,587 · 0.78%
2023$50,746 · 1.02%
2022$22,332 · 0.58%
Same employer
Similar plansManagement of Companies · Illinois
Service Holdings, LLC IL$16.6M · 0.46%
Bancorp Financial, Inc. IL$13.2M · 0.03%
Trm Nre Acquisition LLC IL$7.3M · 0.25%
Barr Management, LTD. IL$7.0M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 464384209 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.