Plan Ledger DOL Form 5500 · updated monthly

Cordogan Clark & Associates, Inc.401(k)

CORDOGAN CLARK & ASSOCIATES, INC. 401(K) PLAN · AURORA, IL · plan year 2024

Reported admin expense ratio · 2024
0.63%

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

Cordogan Clark & Associates, Inc. reported $65,619 in plan administrative expenses for 2024: 0.63% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,612 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 professional & technical services employers. By assets it is among the smaller plans on file in Illinois (2,255th of 3,702), and 7,496th of 11,654 in professional & technical services. In 2024, employees put in $1.99 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,625,067
Participants with balances140
Active participants102
Employer contributions$470,431
Employee contributions$937,243
Employer contribution per active participant$4,612
Average account balance$83,036
Benefits paid to participants$453,783
Plan auditUnmodified (clean) audit opinion
AuditorMCCULLOUGH ROSSI
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,457
Investment management$52,162
Total administrative$65,619
The Cordogan Clark & Associates, Inc. 401(k) match · 2024
Employer contribution per active participant$4,612
Median for plans this size$2,416

Cordogan Clark & Associates, Inc.'s 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
EPIC RETIREMENT PLAN SERVICES · Recordkeeping · Loan processing$13,457
HIGHTOWER ADVISORS · Investment advisory (plan)$52,162
CHARLES SCHWAB TRUST BANK · Custodial (securities)indirect comp

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$65,619 · 0.63%
Same employer
Similar plansProfessional & Technical Services · Illinois
Datassential, Inc. IL$12.1M · 0.71%
Gwc Injury Lawyers LLC IL$11.8M · 0.07%
Osa International, Inc. IL$11.8M · 0.01%
ANALYTICS8, LLC IL$11.5M · 0.41%
Avant Communications LLC IL$11.3M · 0.84%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363103952 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.