Plan Ledger DOL Form 5500 · updated monthly

Clark Dietz, Inc.401(k)

CLARK DIETZ, INC. EMPLOYEES 401(K) PLAN · CHAMPAIGN, IL · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Clark Dietz, Inc. reported $80,702 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $2,797 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 0.22% to 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,164th-largest of 3,702 plans among Illinois employers on file, and the 3,602nd of 11,654 in professional & technical services. In 2024, employees put in $3.36 for every $1.00 the employer contributed; active participation has grown from 138 to 196 since 2022.

Plan summary
Net assets, end of year$35,999,777
Participants with balances179
Active participants196
Employer contributions$548,283
Employee contributions$1,844,196
Employer contribution per active participant$2,797
Average account balance$201,116
Benefits paid to participants$1,263,990
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$36.0M · 179 accts · $548K emplr
2023$30.9M · 172 accts · $672K emplr
2022$27.6M · 167 accts · $623K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$80,702
Total administrative$80,702
The Clark Dietz, Inc. 401(k) match · 2024
Employer contribution per active participant$2,797
Median for plans this size$2,416
2024$2,797 per active participant
2023$4,392 per active participant
2022$4,512 per active participant

Clark Dietz, Inc.'s 2024 employer contribution ran above the $2,416 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$80,702
CLIFTONLARSONALLEN LLP · Accounting / auditindirect comp
CREATIVE PLANNING · Consultingindirect comp

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$80,702 · 0.24%
2023$74,412 · 0.25%
2022$66,781 · 0.22%
All plans at this employer2
CLARK DIETZ, INC. EMPLOYEES 401(K) PLAN401(k)
CLARK DIETZ, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 371212051 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.