Plan Ledger DOL Form 5500 · updated monthly

Edp of Illinois PC401(k)

EDP PC'S 401(K) PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.75%

Edp of Illinois PC reported $88,038 in plan administrative expenses for 2024: 0.75% of average plan assets, higher than ~90% 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 0.50% to 0.75%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Illinois (2,185th of 3,702), and the 5,051st of 11,911 in health care & social assistance. active participation has shrunk from 168 to 126 since 2022.

Plan summary
Net assets, end of year$12,383,409
Participants with balances183
Active participants126
Employer contributions—
Employee contributions$1,293,995
Employer contribution per active participant—
Average account balance$67,669
Benefits paid to participants$1,483,185
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.4M · 183 accts
2023$11.1M · 199 accts
2022$10.9M · 201 accts
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 · 20242
COMMONWEALTH EQUITY SERVICES, INC. · Recordkeeping · Trustee$32,879
ADP, LLC · Loan processing · Recordkeeping$4,877

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, COMMONWEALTH EQUITY SERVICES, INC.
2023ADP, COMMONWEALTH EQUITY SERVICES, INC.

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

Administrative cost history3
2024$88,038 · 0.75%
2023$73,324 · 0.67%
2022$60,078 · 0.50%
Same employer
Similar plansHealth Care & Social Assistance · Illinois
Tapestry 360 Health IL$13.0M · 0.03%
Kaskaskia Workshop, Inc. IL$12.5M · 0.50%
Lancaster LTD IL$12.4M · 0.15%
Kenneth Young Center IL$12.3M · 0.59%
Sinnissippi Centers, Inc. IL$12.3M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 471682869 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.