Plan Ledger DOL Form 5500 · updated monthly

Damen 4 Management of Illinois, LLC401(k)

ALIGNED MODERN HEALTH 401(K) PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.09%

Damen 4 Management of Illinois, LLC reported $2,160 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. 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 0.08% to 0.09%. 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 (3,272nd of 3,702), and 9,483rd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$2,712,069
Participants with balances138
Active participants178
Employer contributions—
Employee contributions$595,035
Employer contribution per active participant—
Average account balance$19,653
Benefits paid to participants$408,077
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.7M · 138 accts
2023$2.2M · 170 accts
2022$1.6M · 240 accts
Administrative expenses, itemized · 2024
Audit (IQPA)$2,160
Total administrative$2,160
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 · 20245
T. ROWE PRICE RPS, INC. · Recordkeeping · Trustee$2,160
FIDELITY · Investment managementindirect comp
AMERICAN FUNDS · Investment managementindirect comp
VANGUARD GROUP · Investment managementindirect comp
MFS FUNDS · Investment managementindirect 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
2024T. Rowe Price
2023T. Rowe Price

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

Administrative cost history3
2024$2,160 · 0.09%
2023$5,780 · 0.30%
2022$1,340 · 0.08%
Same employer
Similar plansHealth Care & Social Assistance · Illinois
Good Shepherd Manor, Inc. IL$2.8M · 0.92%
Project Now, Inc. IL$2.8M · 0.02%
Lydia Home Association IL$2.7M · 0.38%
Crosspoint Human Services IL$2.6M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 273715602 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.