Plan Ledger DOL Form 5500 · updated monthly

Edward Don & Company401(k)

THE EDWARD DON & COMPANY COMPREHENSIVE PROFIT SHARING AND SAVINGS PLAN · WOODRIDGE, IL · plan year 2023

Reported admin expense ratio · 2023
0.06%

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

Edward Don & Company reported $76,865 in plan administrative expenses for 2023: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,952 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 0.04% to 0.06%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other wholesale trade employers. By assets it is the 442nd-largest of 3,702 plans among Illinois employers on file, and the 324th of 4,246 in wholesale trade. In 2023, employees put in $4.19 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$137,167,273
Participants with balances1,438
Active participants193
Employer contributions$1,534,740
Employee contributions$6,428,436
Employer contribution per active participant$7,952
Average account balance$95,388
Benefits paid to participants$9,690,919
Plan auditUnmodified (clean) audit opinion
AuditorMILLER COOPER & CO., LTD.
Plan history2
Yearassets · accounts · employer contribution
2023$137.2M · 1,438 accts · $1.5M emplr
2022$117.5M · 1,430 accts · $1.6M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$76,865
Total administrative$76,865
The Edward Don & Company 401(k) match · 2023
Employer contribution per active participant$7,952
Median for plans this size$3,659
2023$7,952 per active participant
2022$1,318 per active participant

Edward Don & Company's 2023 employer contribution ran above the $3,659 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
MINNESOTA LIFE INSURANCE COMPANY · Contract administrator · Recordkeeping$111,510

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

Administrative cost history2
2023$76,865 · 0.06%
2022$57,716 · 0.04%
Same employer
Similar plansWholesale Trade · Illinois
Ball Horticultural Company IL$171.0M · 0.11%
Sts Operating, Inc. IL$167.5M · 0.06%
Pt Holdings, LLC IL$157.0M · 0.25%
Maui Jim, Inc. IL$144.5M · 0.07%
Dmg Mori USA, Inc. IL$137.0M · 0.11%
Novaspect, Inc. IL$112.1M
Total Sweeteners, Inc. IL$106.2M · 0.13%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 362081964 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.