Plan Ledger DOL Form 5500 · updated monthly

Curran Group, Inc.401(k)

CURRAN GROUP RETIREMENT PLAN · CRYSTAL LAKE, IL · plan year 2023

Reported admin expense ratio · 2023
0.14%

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

Curran Group, Inc. reported $318,402 in plan administrative expenses for 2023: 0.14% of average plan assets, above the peer median. Employer contributions averaged $10,866 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 has held roughly steady near 0.16%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other management of companies employers. By assets it is the 290th-largest of 3,702 plans among Illinois employers on file, and the 133rd of 786 in management of companies. In 2023, the employer put in $1.29 for every $1.00 employees contributed themselves; active participation has shrunk from 1,573 to 1,039 since 2022.

Plan summary
Net assets, end of year$238,436,589
Participants with balances2,220
Active participants1,039
Employer contributions$11,289,639
Employee contributions$8,770,676
Employer contribution per active participant$10,866
Average account balance$107,404
Benefits paid to participants$17,276,393
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$226.3M · 1,845 accts · $10.2M emplr
2023$238.4M · 2,220 accts · $11.3M emplr
2022$203.0M · 2,131 accts · $10.0M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$222,089
Investment management$90,013
Audit (IQPA)$6,300
Total administrative$318,402
The Curran Group, Inc. 401(k) match · 2023
Employer contribution per active participant$10,866
Median for plans this size$3,659
2024$9,783 per active participant
2023$10,866 per active participant
2022$6,354 per active participant

Curran Group, Inc.'s 2023 employer contribution ran above the $3,659 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
ONEAMERICA RETIREMENT SERVICES LLC · Recordkeeping · Loan processing$222,089
FIDUCIENT ADVISORS LLC · Investment advisory (plan)$90,013
CROWE LLP · Accounting / audit$6,300
MATRIX TRUST COMPANY NA · Custodial (securities) · Trusteeindirect comp

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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Administrative cost history3
2024$363,089 · 0.16%
2023$318,402 · 0.14%
2022$338,937 · 0.15%
Same employer
Similar plansManagement of Companies · Illinois
Gatx Corporation IL$240.4M · 0.00%
Pregis LLC IL$185.1M · 0.16%
Instant Brands Holdings Inc. IL$170.5M · 0.21%
Qcr Holdings, Inc. IL$164.4M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362848218 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.