Plan Ledger DOL Form 5500 · updated monthly

Fitch, Even, Tabin & Flannery LLP401(k)

FITCH EVEN TABIN & FLANNERY RETIREMENT PLAN · CHICAGO, IL · plan year 2023

Reported admin expense ratio · 2023
0.14%

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

Fitch, Even, Tabin & Flannery LLP reported $73,935 in plan administrative expenses for 2023: 0.14% of average plan assets, above the peer median. Employer contributions averaged $9,420 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 3 years on file its reported administrative ratio has held roughly steady near 0.133%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other professional & technical services employers. By assets it is the 811th-largest of 3,702 plans among Illinois employers on file, and the 2,421st of 11,654 in professional & technical services. In 2023, employees put in $1.24 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$58,677,705
Participants with balances137
Active participants96
Employer contributions$904,337
Employee contributions$1,116,991
Employer contribution per active participant$9,420
Average account balance$428,304
Benefits paid to participants$2,652,615
Plan auditUnmodified (clean) audit opinion
AuditorLEGACY PROFESSIONALS
Plan history3
Yearassets · accounts · employer contribution
2024$58.6M · 131 accts · $868K emplr
2023$58.7M · 137 accts · $904K emplr
2022$50.4M · 144 accts · $872K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$22,770
Investment management$39,165
Audit (IQPA)$12,000
Total administrative$73,935
The Fitch, Even, Tabin & Flannery LLP 401(k) match · 2023
Employer contribution per active participant$9,420
Median for plans this size$3,659
2024$9,432 per active participant
2023$9,420 per active participant
2022$8,894 per active participant

Fitch, Even, Tabin & Flannery LLP'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 · 20236
ALLIANCE PENSION CONSULTANTS, LLC · Recordkeeping · Consulting$22,770
MEKETA INVESTMENT GROUP · Investment advisory (plan)$21,000
BLUE SKY INVESTMENT PARTNERS · Investment advisory (participants)$18,164
LEGACY PROFESSIONALS LLP · Accounting / audit$12,000
CHARLES SCHWAB TRUST BANK · Custodial (securities)indirect comp
CHARLES SCHWAB & CO., INC. · Custodial (securities) · Securities brokerageindirect 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
2024ALLIANCE PENSION CONSULTANTS, LLC
2023ALLIANCE PENSION CONSULTANTS, LLC

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

Administrative cost history3
2024$78,243 · 0.13%
2023$73,935 · 0.14%
2022$69,680 · 0.13%
Similar plansProfessional & Technical Services · Illinois
Enercon, LTD. IL$60.9M · 0.09%
Much Shelist, P.C. IL$60.2M · 0.20%
SAI360 Inc. IL$59.5M · 0.24%
Vistex, Inc. IL$58.9M · 0.56%
Impact Advisors, LLC IL$58.4M · 0.44%
Greeley and Hansen LLC IL$58.3M · 0.12%
3CLOUD LLC IL$57.4M · 0.11%
V3 Companies, LTD. IL$56.4M · 0.22%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 362151735 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.