Plan Ledger DOL Form 5500 · updated monthly

Colson Group Holdings, LLC401(k)

COLSON GROUP HOLDINGS, LLC. EMPLOYEES' RETIREMENT PLAN · OAKBROOK TERRACE, IL · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Colson Group Holdings, LLC reported $113,253 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $2,217 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 0.05% to 0.32%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,139th-largest of 3,702 plans among Illinois employers on file, and the 3,852nd of 13,661 in manufacturing. In 2024, employees put in $2.55 for every $1.00 the employer contributed; active participation has grown from 374 to 476 since 2022.

Plan summary
Net assets, end of year$37,658,994
Participants with balances611
Active participants476
Employer contributions$1,055,244
Employee contributions$2,686,920
Employer contribution per active participant$2,217
Average account balance$61,635
Benefits paid to participants$4,544,899
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$37.7M · 611 accts · $1.1M emplr
2023$32.8M · 549 accts · $1.0M emplr
2022$26.2M · 478 accts · $913K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$56,238
Audit (IQPA)$57,015
Total administrative$113,253
The Colson Group Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$2,217
Median for plans this size$2,416
2024$2,217 per active participant
2023$2,431 per active participant
2022$2,441 per active participant

Colson Group Holdings, LLC's 2024 employer contribution ran below 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
RSM US LLP · Accounting / audit$57,015
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$56,238

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$113,253 · 0.32%
2023$56,644 · 0.19%
2022$13,830 · 0.05%
Same employer
Similar plansManufacturing · Illinois
Unilock Chicago, Inc. IL$38.7M · 0.15%
Synergy Flavors Inc IL$38.5M · 0.25%
Handi-Foil Corporation IL$38.2M · 0.05%
Ipsen, Inc. IL$37.5M · 0.19%
Superior Graphite Company IL$37.1M · 0.02%
Dynomax, Inc. IL$36.9M · 0.00%
Weiler Engineering, Inc. IL$36.1M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363041768 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.