Plan Ledger DOL Form 5500 · updated monthly

Codilis & Associates, P.C.401(k)

CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN · BURR RIDGE, IL · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Codilis & Associates, P.C. reported $97,730 in plan administrative expenses for 2024: 0.29% of average plan assets, below the peer median. Employer contributions averaged $1,004 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 0.35% to 0.29%. 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 1,144th-largest of 3,702 plans among Illinois employers on file, and the 3,501st of 11,654 in professional & technical services. In 2024, employees put in $3.80 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$37,247,379
Participants with balances291
Active participants293
Employer contributions$294,190
Employee contributions$1,118,458
Employer contribution per active participant$1,004
Average account balance$127,998
Benefits paid to participants$529,233
Plan auditUnmodified (clean) audit opinion
AuditorDEMARCO SCIACCOTTA WILKENS & DUNLEA
Plan history3
Yearassets · accounts · employer contribution
2024$37.2M · 291 accts · $294K emplr
2023$30.9M · 292 accts · $270K emplr
2022$25.9M · 271 accts · $235K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,621
Investment management$63,109
Total administrative$97,730
The Codilis & Associates, P.C. 401(k) match · 2024
Employer contribution per active participant$1,004
Median for plans this size$2,416
2024$1,004 per active participant
2023$898 per active participant
2022$801 per active participant

Codilis & Associates, P.C.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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 · 20244
NATIONWIDE · Recordkeeping$10,648
IRON FIDUCIARY · Named fiduciary$17,583
HOWARD SIMON & ASSOCIATES, INC. · Pension consulting · Loan processing$4,688
LPL FINANCIAL LLC · Investment advisory (participants) · Investment advisory (plan)indirect comp

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

Recordkeeper by year2
2024Nationwide
2023Nationwide

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

Administrative cost history3
2024$97,730 · 0.29%
2023$112,825 · 0.40%
2022$102,692 · 0.35%
Same employer
Similar plansProfessional & Technical Services · Illinois
Scheffel & Company, P.C. IL$38.0M · 0.04%
Civiltech Engineering, Inc. IL$37.9M · 0.15%
Sdi Presence LLC IL$36.7M · 0.23%
Topbloc, LLC IL$36.5M · 0.34%
Manhard Consulting, LTD. IL$36.0M · 0.38%
Clark Dietz, Inc. IL$36.0M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363258748 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.