Plan Ledger DOL Form 5500 · updated monthly

Ctf Illinois401(k)

CTF ILLINOIS 401(K) PROFIT SHARING PLAN · ORLAND PARK, IL · plan year 2022

Reported admin expense ratio · 2022
0.96%

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

Ctf Illinois reported $40,670 in plan administrative expenses for 2022: 0.96% of average plan assets, higher than ~75% of peers. Employer contributions averaged $671 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Illinois (3,155th of 3,702), and 8,892nd of 11,911 in health care & social assistance. In 2022, employees put in $1.76 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,532,152
Participants with balances94
Active participants200
Employer contributions$134,177
Employee contributions$235,828
Employer contribution per active participant$671
Average account balance$37,576
Benefits paid to participants$1,154,124
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$25,422
Investment management$15,248
Total administrative$40,670
The Ctf Illinois 401(k) match · 2022
Employer contribution per active participant$671
Median for plans this size$1,114

Ctf Illinois's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$40,670 · 0.96%
Same employer
Similar plansHealth Care & Social Assistance · Illinois
La Cross Dental, LLC IL$3.6M · 0.64%
Gareda, LLC IL$3.5M · 0.60%
Ahs Family Health Center IL$3.3M · 0.70%
Grand Prairie Services IL$3.3M · 0.74%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 364386948 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.