Plan Ledger DOL Form 5500 · updated monthly

Cozzini Bros., Inc.401(k)

COZZINI BROS., INC. EMPLOYEES' PROFIT SHARING AND SAVINGS PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.80%

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

Cozzini Bros., Inc. reported $88,942 in plan administrative expenses for 2024: 0.80% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,358 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 rose from 0.56% to 0.80%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Illinois (2,252nd of 3,702), and 8,129th of 13,661 in manufacturing. In 2024, employees put in $1.80 for every $1.00 the employer contributed; active participation has grown from 695 to 780 since 2022.

Plan summary
Net assets, end of year$11,661,118
Participants with balances931
Active participants780
Employer contributions$1,059,352
Employee contributions$1,910,253
Employer contribution per active participant$1,358
Average account balance$12,525
Benefits paid to participants$3,629,216
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$11.7M · 931 accts · $1.1M emplr
2023$10.5M · 867 accts · $832K emplr
2022$6.6M · 744 accts · $493K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$88,942
Total administrative$88,942
The Cozzini Bros., Inc. 401(k) match · 2024
Employer contribution per active participant$1,358
Median for plans this size$2,416
2024$1,358 per active participant
2023$1,077 per active participant
2022$709 per active participant

Cozzini Bros., Inc.'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 · 20244
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$5,956
FIRST AMERICAN BANK · Contract administrator · Investment advisory (plan)$40,503
EMPOWER ADVISORY GROUP, LLC · Investment management · Investment advisory (plan)$7,869

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

Administrative cost history3
2024$88,942 · 0.80%
2023$58,316 · 0.68%
2022$36,230 · 0.56%
Same employer
Similar plansManufacturing · Illinois
A.H. Management Group, Inc. IL$11.9M · 0.26%
Best Cutting Die Company IL$11.7M · 0.27%
Abs Graphics, Inc. IL$11.6M · 0.01%
Ventra Evart LLC IL$11.6M · 0.25%
Acme Industries, Inc. IL$11.4M · 0.50%
Central Ink Corporation IL$11.4M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731687897 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.