Plan Ledger DOL Form 5500 · updated monthly

Datix USA Inc.401(k)

RLDATIX 401(K) PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Datix USA Inc. reported $16,948 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,972 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 fell from 0.040% to 0.035%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 876th-largest of 3,702 plans among Illinois employers on file, and the 2,648th of 11,654 in professional & technical services. In 2024, employees put in $2.50 for every $1.00 the employer contributed; active participation has grown from 739 to 829 since 2022.

Plan summary
Net assets, end of year$52,840,392
Participants with balances700
Active participants829
Employer contributions$1,634,524
Employee contributions$4,079,960
Employer contribution per active participant$1,972
Average account balance$75,486
Benefits paid to participants$3,394,474
Plan auditUnmodified (clean) audit opinion
AuditorWEISS & COMPANY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$52.8M · 700 accts · $1.6M emplr
2023$43.9M · 551 accts · $1.4M emplr
2022$18.4M · 377 accts · $798K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,948
Total administrative$16,948
The Datix USA Inc. 401(k) match · 2024
Employer contribution per active participant$1,972
Median for plans this size$2,416
2024$1,972 per active participant
2023$1,490 per active participant
2022$1,080 per active participant

Datix USA 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 · 20241
AMERITAS LIFE INSURANCE CORP. · Recordkeepingindirect 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
2024Ameritas
2023Ameritas

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

Administrative cost history3
2024$16,948 · 0.04%
2023$13,237 · 0.04%
2022$7,635 · 0.04%
Same employer
Similar plansProfessional & Technical Services · Illinois
Legacy Professionals LLP IL$52.9M · 0.12%
Rhr International LLP IL$52.0M · 0.03%
Velocityehs IL$50.5M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990365812 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.