Plan Ledger DOL Form 5500 · updated monthly

Collegis, LLC401(k)

COLLEGIS LLC 401(K) PLAN · OAK BROOK, IL · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

Collegis, LLC reported $158,762 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. Employer contributions averaged $2,684 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 0.32% to 0.38%. 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 1,004th-largest of 3,702 plans among Illinois employers on file, and the 3,049th of 11,654 in professional & technical services. In 2024, employees put in $3.19 for every $1.00 the employer contributed; active participation has shrunk from 536 to 409 since 2022.

Plan summary
Net assets, end of year$44,072,037
Participants with balances549
Active participants409
Employer contributions$1,097,676
Employee contributions$3,502,236
Employer contribution per active participant$2,684
Average account balance$80,277
Benefits paid to participants$5,610,064
Plan auditUnmodified (clean) audit opinion
AuditorMCCLINTOCK & ASSOCIATES, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$44.1M · 549 accts · $1.1M emplr
2023$38.8M · 603 accts · $1.2M emplr
2022$34.5M · 617 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$103,023
Investment management$55,739
Total administrative$158,762
The Collegis, LLC 401(k) match · 2024
Employer contribution per active participant$2,684
Median for plans this size$2,416
2024$2,684 per active participant
2023$2,498 per active participant
2022$2,251 per active participant

Collegis, LLC'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 · 20242
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$103,023
IFP ADVISORS LLC · Investment advisory (plan)$55,739

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$158,762 · 0.38%
2023$170,219 · 0.46%
2022$117,239 · 0.32%
Same employer
Similar plansProfessional & Technical Services · Illinois
Netrix, LLC IL$45.5M · 0.02%
Allsup, LLC IL$44.7M · 0.01%
Vail Systems, Inc. IL$43.1M · 0.22%
Freedom Solutions Group LLC IL$42.7M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800957651 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.