Plan Ledger DOL Form 5500 · updated monthly

Counseling Connection, Inc.401(k)

COUNSELING CONNECTION, INC. 401(K) SAVINGS PLAN · LIBERTYVILLE, IL · plan year 2024

Reported admin expense ratio · 2024
0.42%

Counseling Connection, Inc. reported $29,025 in plan administrative expenses for 2024: 0.42% of average plan assets, below the peer median. 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 0.82% to 0.42%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Illinois (2,643rd of 3,702), and 6,594th of 11,911 in health care & social assistance. active participation has grown from 234 to 261 since 2022.

Plan summary
Net assets, end of year$7,675,577
Participants with balances173
Active participants261
Employer contributions—
Employee contributions$639,267
Employer contribution per active participant—
Average account balance$44,367
Benefits paid to participants$56,799
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.7M · 173 accts
2023$6.1M · 169 accts
2022$5.0M · 151 accts
Administrative expenses, itemized · 2024
Investment management$29,025
Total administrative$29,025
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 · 20243
NATIONWIDE · Recordkeeping · Custodial (securities)$30,058
CREATIVE PLANNING · Investment advisory (plan) · Investment management$22,965
IRON ADMINISTRATION, LLC · Pension consulting$5,348

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

Recordkeeper by year2
2024Nationwide
2023Nationwide

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

Administrative cost history3
2024$29,025 · 0.42%
2023$49,037 · 0.88%
2022$44,365 · 0.82%
Same employer
Similar plansHealth Care & Social Assistance · Illinois
Central Baptist Village IL$7.8M · 0.56%
Ageoptions, Inc. IL$7.6M · 0.02%
Meier Clinics Foundation IL$7.4M · 0.63%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 363300648 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.