Plan Ledger DOL Form 5500 · updated monthly

Connor & Gallagher Insurance Service401(k)

CONNOR & GALLAGHER ONESOURCE 401(K) PLAN · LISLE, IL · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Connor & Gallagher Insurance Service reported $2,403 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,788 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Illinois (1,956th of 3,702), and 3,448th of 4,798 in finance & insurance. In 2024, employees put in $4.88 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,572,290
Participants with balances136
Active participants118
Employer contributions$210,930
Employee contributions$1,029,352
Employer contribution per active participant$1,788
Average account balance$114,502
Benefits paid to participants$1,491,014
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,095
Investment management$1,308
Total administrative$2,403
The Connor & Gallagher Insurance Service 401(k) match · 2024
Employer contribution per active participant$1,788
Median for plans this size$2,416

Connor & Gallagher Insurance Service'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
EMPOWER ADVISORY GROUP, LLC · Investment management$1,308

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

Administrative cost history1
2024$2,403 · 0.02%
Same employer
Similar plansFinance & Insurance · Illinois
The Mather Group, LLC IL$15.9M · 0.17%
Pra Events, Inc. IL$15.7M · 0.45%
Flanagan State Bank IL$14.7M · 0.33%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 364175595 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.