Plan Ledger DOL Form 5500 · updated monthly

Donnelley Financial, LLC401(k)

DONNELLEY FINANCIAL SAVINGS PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Donnelley Financial, LLC reported $417,393 in plan administrative expenses for 2024: 0.08% of average plan assets, above the peer median. Employer contributions averaged $3,045 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 0.14% to 0.08%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other manufacturing employers. By assets it is the 152nd-largest of 3,702 plans among Illinois employers on file, and the 560th of 13,661 in manufacturing. In 2024, employees put in $3.31 for every $1.00 the employer contributed; active participation has shrunk from 1,747 to 1,547 since 2022.

Plan summary
Net assets, end of year$509,183,378
Participants with balances4,030
Active participants1,547
Employer contributions$4,710,126
Employee contributions$15,568,926
Employer contribution per active participant$3,045
Average account balance$126,348
Benefits paid to participants$54,001,965
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$509.2M · 4,030 accts · $4.7M emplr
2023$475.3M · 5,068 accts · $4.9M emplr
2022$436.3M · 5,395 accts · $5.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$305,864
Investment management$111,229
Total administrative$417,393
The Donnelley Financial, LLC 401(k) match · 2024
Employer contribution per active participant$3,045
Median for plans this size$4,294
2024$3,045 per active participant
2023$3,133 per active participant
2022$3,049 per active participant

Donnelley Financial, LLC's 2024 employer contribution ran below the $4,294 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 · 20243
EMPOWER ANNUITY INSURANCE COMPANY O · Recordkeeping · Loan processing$324,453
EMPOWER ADVISORY GROUP, LLC · Investment advisory (participants)$132,982
QDRO CONSULTANTS COMPANY, LLC · Consulting$300

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

Recordkeeper by year2
2024Empower
2023Empower

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

Administrative cost history3
2024$417,393 · 0.08%
2023$377,697 · 0.08%
2022$690,717 · 0.14%
Same employer
Similar plansManufacturing · Illinois
Hydro Extrusion USA, LLC IL$535.0M · 0.13%
Treehouse Foods, Inc. IL$524.1M · 0.15%
Komatsu America Corp. IL$509.5M · 0.09%
Nouryon Chemicals LLC IL$508.7M · 0.08%
Tetra Pak, Inc. IL$500.2M · 0.09%
Kone Inc. IL$467.4M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 132618477 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.