Plan Ledger DOL Form 5500 · updated monthly

Combined Metals of Chicago, L.L.C.401(k)

COMBINED METALS DEFERRED COMPENSATION PLAN 401(K) · ELK GROVE VILLAGE, IL · plan year 2023

Reported admin expense ratio · 2023
0.18%

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

Combined Metals of Chicago, L.L.C. reported $46,813 in plan administrative expenses for 2023: 0.18% of average plan assets, below the peer median. Employer contributions averaged $2,037 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 1 year on file its reported administrative ratio rose from 0.11% to 0.18%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,407th-largest of 3,702 plans among Illinois employers on file, and the 4,826th of 13,661 in manufacturing. In 2023, employees put in $2.04 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$27,273,426
Participants with balances487
Active participants421
Employer contributions$857,499
Employee contributions$1,746,359
Employer contribution per active participant$2,037
Average account balance$56,003
Benefits paid to participants$3,267,469
Plan auditUnmodified (clean) audit opinion
AuditorWARADY & DAVIS LLP
Plan history2
Yearassets · accounts · employer contribution
2023$27.3M · 487 accts · $857K emplr
2022$24.1M · 446 accts · $730K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$33,603
Investment management$13,210
Total administrative$46,813
The Combined Metals of Chicago, L.L.C. 401(k) match · 2023
Employer contribution per active participant$2,037
Median for plans this size$2,440
2023$2,037 per active participant
2022$2,166 per active participant

Combined Metals of Chicago, L.L.C.'s 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$12,366
EMPOWER ADVISORY GROUP, LLC · Investment management$844

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

Administrative cost history2
2023$46,813 · 0.18%
2022$27,079 · 0.11%
Same employer
Similar plansManufacturing · Illinois
Ha International, LLC IL$27.5M · 0.23%
Ds Containers, Inc. IL$27.4M · 0.43%
American Labelmark Company IL$27.3M · 0.03%
Trim-Tex, Inc. IL$27.2M · 0.17%
Watersaver Faucet Co. IL$27.1M · 0.02%
Bisco, Inc. IL$26.7M · 0.27%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 364268952 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.