Plan Ledger DOL Form 5500 · updated monthly

Euromonitor International, Inc401(k)

EUROMONITOR INTERNATIONAL, INC. 401(K) PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Euromonitor International, Inc reported $62,637 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $3,074 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 0.34% to 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,496th-largest of 3,702 plans among Illinois employers on file, and the 4,795th of 11,654 in professional & technical services. In 2024, employees put in $2.74 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$24,750,096
Participants with balances228
Active participants174
Employer contributions$534,861
Employee contributions$1,466,684
Employer contribution per active participant$3,074
Average account balance$108,553
Benefits paid to participants$1,313,069
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$24.8M · 228 accts · $535K emplr
2023$20.6M · 235 accts · $525K emplr
2022$16.6M · 225 accts · $464K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,801
Investment management$41,836
Total administrative$62,637
The Euromonitor International, Inc 401(k) match · 2024
Employer contribution per active participant$3,074
Median for plans this size$2,416
2024$3,074 per active participant
2023$2,690 per active participant
2022$2,812 per active participant

Euromonitor International, Inc's 2024 employer contribution ran above 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
NEWPORT GROUP, INC. · Recordkeeping · Loan processing$21,828
LPL FINANCIAL 4 · Investment advisory (plan)$41,836

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

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

Administrative cost history3
2024$62,637 · 0.28%
2023$57,058 · 0.31%
2022$59,064 · 0.34%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 363893295 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.