Plan Ledger DOL Form 5500 · updated monthly

Db Sterlin Consultants, Inc.401(k)

DB STERLIN CONSULTANTS, INC. PROFIT SHARING AND 401(K) PLAN AND TRUST · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Db Sterlin Consultants, Inc. reported $39,961 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $5,916 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 0.35% to 0.25%. 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 1,847th-largest of 3,702 plans among Illinois employers on file, and 6,061st of 11,654 in professional & technical services. In 2024, employees put in $1.32 for every $1.00 the employer contributed; active participation has grown from 95 to 143 since 2022.

Plan summary
Net assets, end of year$17,286,253
Participants with balances184
Active participants143
Employer contributions$846,048
Employee contributions$1,115,529
Employer contribution per active participant$5,916
Average account balance$93,947
Benefits paid to participants$856,988
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.3M · 184 accts · $846K emplr
2023$14.2M · 174 accts · $548K emplr
2022$11.7M · 139 accts · $662K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$510
Investment management$39,451
Total administrative$39,961
The Db Sterlin Consultants, Inc. 401(k) match · 2024
Employer contribution per active participant$5,916
Median for plans this size$2,416
2024$5,916 per active participant
2023$4,218 per active participant
2022$6,971 per active participant

Db Sterlin Consultants, Inc.'s 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
COMMONWEALTH EQUITY SERVICES LLC · Investment advisory (plan)$32,154
EMPOWER ADVISORY GROUP, LLC · Investment management$7,297
JPMORGAN INVEST HOLDINGS LLC$510

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$39,961 · 0.25%
2023$34,644 · 0.27%
2022$43,654 · 0.35%
Same employer
Similar plansProfessional & Technical Services · Illinois
Silkroad Technology, Inc. IL$17.8M · 0.42%
Johnson Service Group, Inc. IL$17.6M · 0.05%
Fuji America Corporation IL$17.5M · 0.47%
The Sedona Group, LTD. IL$17.2M · 0.45%
Mediafly, Inc. IL$16.5M · 0.02%
Lauterbach & Amen, LLP IL$15.8M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364149498 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.