Plan Ledger DOL Form 5500 · updated monthly

Edpo, LLC401(k)

EDPO, LLC EMPLOYEES SAVINGS TRUST · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Edpo, LLC reported $108,385 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $1,605 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 0.45% to 0.39%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other management of companies employers. By assets it is the 1,307th-largest of 3,702 plans among Illinois employers on file, and the 362nd of 786 in management of companies. In 2024, employees put in $2.00 for every $1.00 the employer contributed; active participation has grown from 600 to 795 since 2022.

Plan summary
Net assets, end of year$30,382,220
Participants with balances508
Active participants795
Employer contributions$1,276,168
Employee contributions$2,553,400
Employer contribution per active participant$1,605
Average account balance$59,808
Benefits paid to participants$3,958,177
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$30.4M · 508 accts · $1.3M emplr
2023$25.3M · 455 accts · $1.2M emplr
2022$20.1M · 437 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$57,101
Investment management$51,284
Total administrative$108,385
The Edpo, LLC 401(k) match · 2024
Employer contribution per active participant$1,605
Median for plans this size$2,416
2024$1,605 per active participant
2023$1,985 per active participant
2022$1,813 per active participant

Edpo, LLC'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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$57,101
IFP ADVISORS LLC · Investment advisory (plan)$51,284

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$108,385 · 0.39%
2023$95,298 · 0.42%
2022$100,172 · 0.45%
Same employer
Similar plansManagement of Companies · Illinois
Parkway Bancorp, Inc. IL$31.8M · 0.30%
The Partner Companies LLC IL$30.0M · 0.68%
Qsrsoft, LLC IL$19.7M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 451874001 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.