Plan Ledger DOL Form 5500 · updated monthly

Fortune International, LLC dba F401(k)

FORTUNE INTERNATIONAL 401(K) PLAN · BENSENVILLE, IL · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Fortune International, LLC dba F reported $78,073 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $984 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 rose from 0.28% to 0.36%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,341st-largest of 3,702 plans among Illinois employers on file, and the 4,581st of 13,661 in manufacturing. In 2024, employees put in $2.20 for every $1.00 the employer contributed; active participation has grown from 682 to 1,585 since 2022.

Plan summary
Net assets, end of year$29,088,557
Participants with balances583
Active participants1,585
Employer contributions$1,559,347
Employee contributions$3,435,505
Employer contribution per active participant$984
Average account balance$49,895
Benefits paid to participants$2,971,266
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$29.1M · 583 accts · $1.6M emplr
2023$14.1M · 355 accts · $811K emplr
2022$10.0M · 302 accts · $640K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,510
Investment management$53,563
Total administrative$78,073
The Fortune International, LLC dba F 401(k) match · 2024
Employer contribution per active participant$984
Median for plans this size$2,416
2024$984 per active participant
2023$1,001 per active participant
2022$938 per active participant

Fortune International, LLC dba F's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
ADP, INC. · Loan processing · Recordkeeping$78,072
ADP BROKER-DEALERindirect 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
2024ADP
2023ADP

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

Administrative cost history3
2024$78,073 · 0.36%
2023$35,146 · 0.29%
2022$27,958 · 0.28%
Same employer
Similar plansManufacturing · Illinois
Semblex Corporation IL$29.6M · 0.35%
G.K. Enterprises, Inc. IL$29.3M · 0.01%
Solomon Colors, Inc. IL$29.2M · 0.15%
Darwill, Inc. IL$29.0M · 0.37%
Hormann LLC IL$29.0M · 0.36%
Magneco/Metrel, Inc IL$28.9M · 0.03%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 364450195 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.