Plan Ledger DOL Form 5500 · updated monthly

Connor & Gallagher Onesource, Inc.401(k)

CONNOR & GALLAGHER ONESOURCE, INC. MULTIPLE EMPLOYER RETIREMENT PLAN · LISLE, IL · plan year 2024

Reported admin expense ratio · 2024
0.84%

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

Connor & Gallagher Onesource, Inc. reported $158,400 in plan administrative expenses for 2024: 0.84% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,202 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 1.06% to 0.84%. 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 1,660th-largest of 3,702 plans among Illinois employers on file, and the 5,416th of 11,654 in professional & technical services. In 2024, employees put in $2.71 for every $1.00 the employer contributed; active participation has shrunk from 510 to 391 since 2022.

Plan summary
Net assets, end of year$20,786,113
Participants with balances269
Active participants391
Employer contributions$470,070
Employee contributions$1,272,187
Employer contribution per active participant$1,202
Average account balance$77,272
Benefits paid to participants$2,175,086
Plan history4
Yearassets · accounts · employer contribution
2025$0 · $240K emplr
2024$20.8M · 269 accts · $470K emplr
2023$17.0M · 266 accts · $453K emplr
2022$11.6M · 423 accts · $549K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$62,615
Investment management$77,794
Audit (IQPA)$17,991
Total administrative$158,400
The Connor & Gallagher Onesource, Inc. 401(k) match · 2024
Employer contribution per active participant$1,202
Median for plans this size$2,416
2024$1,202 per active participant
2023$1,347 per active participant
2022$1,077 per active participant

Connor & Gallagher Onesource, Inc.'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 · 20245
GLOBAL RETIREMENT PARTNERS · Investment advisory (plan)$73,912
BLUE CHIP RETIREMENT PLANS INC. · Contract administrator$24,831
SIKICH LLP · Accounting / audit$17,889
EMPOWER ADVISORY GROUP · Investment management$3,393

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

Administrative cost history4
2025Not separately reported
2024$158,400 · 0.84%
2023$121,004 · 0.84%
2022$119,891 · 1.06%
Similar plansProfessional & Technical Services · Illinois
Edgar a. Weber & Company IL$21.1M · 1.16%
Serrala US Corporation IL$20.9M · 0.25%
The Roderick Group, Inc. IL$20.8M · 0.80%
Mowery & Schoenfeld, LLC IL$20.5M · 0.27%
Cleo Communications, Inc. IL$20.5M · 0.29%
Viking Cloud, Inc. IL$20.3M · 0.48%
Alta Via Consulting, LLC IL$20.1M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 475216035 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.