Plan Ledger DOL Form 5500 · updated monthly

Clarity Partners, LLC401(k)

CLARITY PARTNERS, LLC 401(K) PLAN AND TRUST · CHICAGO, IL · plan year 2025

Reported admin expense ratio · 2025
0.59%

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

Clarity Partners, LLC reported $82,631 in plan administrative expenses for 2025: 0.59% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,452 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 fell from 0.67% to 0.59%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Illinois (1,959th of 3,702), and 6,448th of 11,654 in professional & technical services. In 2025, employees put in $2.14 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,552,626
Participants with balances199
Active participants150
Employer contributions$517,785
Employee contributions$1,107,403
Employer contribution per active participant$3,452
Average account balance$78,154
Benefits paid to participants$1,135,868
Plan auditUnmodified (clean) audit opinion
AuditorDUFEK & COMPANY LLC
Plan history4
Yearassets · accounts · employer contribution
2025$15.6M · 199 accts · $518K emplr
2024$12.7M · 177 accts · $495K emplr
2023$10.7M · 184 accts · $474K emplr
2022$8.3M · 172 accts · $462K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$27,095
Investment management$47,036
Audit (IQPA)$8,500
Total administrative$82,631
The Clarity Partners, LLC 401(k) match · 2025
Employer contribution per active participant$3,452
Median for plans this size$2,666
2025$3,452 per active participant
2024$3,779 per active participant
2023$3,436 per active participant
2022$3,042 per active participant

Clarity Partners, LLC's 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20255
ROTHSCHILD INV. CORP · Investment advisory (plan)$40,589
DUFEK & COMPANY, LLC · Accounting / audit$8,500
EMPOWER ADVISORY GROUP · Investment management$6,447
CARNOW AND ASSOCIATES, LTD. · Contract administrator$5,050

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

Administrative cost history4
2025$82,631 · 0.59%
2024$71,189 · 0.61%
2023$49,400 · 0.52%
2022$58,150 · 0.67%
Same employer
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Lauterbach & Amen, LLP IL$15.8M · 0.04%
Rl Canning Inc. IL$15.6M · 0.26%
Deep Silver Volition, LLC IL$15.6M · 0.71%
Uncomn, LLC IL$15.3M · 0.42%
Recsolu, Inc. dba Yello IL$15.1M · 0.39%
Shoprunner, Inc. IL$14.9M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800123899 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.