Plan Ledger DOL Form 5500 · updated monthly

Connor Co.401(k)

CONNOR CO. EMPLOYEES' SAVINGS AND PROFIT SHARING 401(K) PLAN & TRUST · PEORIA, IL · plan year 2025

Reported admin expense ratio · 2025
0.12%

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

Connor Co. reported $82,334 in plan administrative expenses for 2025: 0.12% of average plan assets, above the peer median. Employer contributions averaged $9,489 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 3 years on file its reported administrative ratio fell from 0.17% to 0.12%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other wholesale trade employers. By assets it is the 720th-largest of 3,702 plans among Illinois employers on file, and the 589th of 4,246 in wholesale trade. In 2025, the employer put in $1.81 for every $1.00 employees contributed themselves; active participation has grown from 230 to 253 since 2022.

Plan summary
Net assets, end of year$70,302,519
Participants with balances279
Active participants253
Employer contributions$2,400,799
Employee contributions$1,323,334
Employer contribution per active participant$9,489
Average account balance$251,980
Benefits paid to participants$7,457,576
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$70.3M · 279 accts · $2.4M emplr
2024$65.5M · 280 accts · $2.3M emplr
2023$59.8M · 273 accts · $2.2M emplr
2022$50.9M · 258 accts · $2.1M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$35,307
Investment management$47,027
Total administrative$82,334
The Connor Co. 401(k) match · 2025
Employer contribution per active participant$9,489
Median for plans this size$4,093
2025$9,489 per active participant
2024$9,109 per active participant
2023$9,327 per active participant
2022$9,263 per active participant

Connor Co.'s 2025 employer contribution ran above the $4,093 median for plans its size, placing it in the top 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
ALLIANCE PENSION CONSULTANTS, LLC · Recordkeeping · Pension consulting$35,307
DAVID VAUGHAN INVESTMENTS, INC. · Investment advisory (plan)$47,027
CHARLES SCHWAB TRUST BANK · Custodial (securities) · Trusteeindirect comp
CHARLES SCHWAB & CO., INC. · Custodialindirect comp

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

Recordkeeper by year3
2025ALLIANCE PENSION CONSULTANTS, LLC
2024ALLIANCE PENSION CONSULTANTS, LLC
2023ALLIANCE PENSION CONSULTANTS, LLC

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

Administrative cost history4
2025$82,334 · 0.12%
2024$76,746 · 0.12%
2023$78,073 · 0.14%
2022$91,316 · 0.17%
Same employer
Similar plansWholesale Trade · Illinois
Vermeer Midwest, Inc. IL$77.3M · 0.18%
Osg USA, Inc. IL$72.3M · 0.17%
Medela LLC IL$71.8M · 0.14%
Old World Industries, LLC IL$71.8M · 0.12%
Truck Centers, Inc. IL$68.3M · 0.17%
M. Holland Company IL$68.3M · 0.16%
Antylia Scientific IL$65.9M · 0.40%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 370366580 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.