Plan Ledger DOL Form 5500 · updated monthly

Dukes Root Control, Inc.401(k)

DUKE'S ROOT CONTROL, INC. 401(K) PLAN · ELGIN, IL · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Dukes Root Control, Inc. reported $52,474 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $1,944 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 1 year on file its reported administrative ratio rose from 0.15% to 0.23%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other utilities employers. By assets it is the 1,596th-largest of 3,702 plans among Illinois employers on file, and 257th of 412 in utilities. In 2024, employees put in $2.08 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$22,572,891
Participants with balances229
Active participants342
Employer contributions$664,823
Employee contributions$1,384,045
Employer contribution per active participant$1,944
Average account balance$98,572
Benefits paid to participants$4,696,658
Plan auditUnmodified (clean) audit opinion
AuditorWISS & COMPANY
Plan history2
Yearassets · accounts · employer contribution
2024$22.6M · 229 accts · $665K emplr
2023$22.2M · 184 accts · $567K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,590
Investment management$41,884
Total administrative$52,474
The Dukes Root Control, Inc. 401(k) match · 2024
Employer contribution per active participant$1,944
Median for plans this size$2,416
2024$1,944 per active participant
2023$2,002 per active participant

Dukes Root Control, 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 · 20243
HIGHTOWER ADVISORS, LLC · Recordkeeping · Trustee$41,909
ADP, INC. · Loan processing · Recordkeeping$10,564
ADP BROKER-DEALERindirect 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
2024ADP, HIGHTOWER ADVISORS, LLC
2023ADP, UBS

This plan has changed recordkeepers within these filings. If you left Dukes Root Control, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$52,474 · 0.23%
2023$32,916 · 0.15%
All plans at this employer2
DUKE'S ROOT CONTROL, INC. 401(K) PLAN401(k)
DUKE'S ROOT CONTROL, INC. 401(K) PLAN401(k)
Same employer
Similar plansUtilities · Illinois
Alto Ingredients, Inc. IL$80.2M · 0.15%
Rgc Resources, Inc. VA$23.0M · 0.15%
Hearthstone Utilities Inc. IL$22.6M · 0.48%
Strata Solar, LLC NC$22.6M · 0.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 753026801 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.