Plan Ledger DOL Form 5500 · updated monthly

Fox Valley Fire & Safety Co., Inc.401(k)

FOX VALLEY FIRE & SAFETY CO., INC. 401(K) PLAN · ELGIN, 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

Fox Valley Fire & Safety Co., Inc. reported $104,470 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $1,791 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 0.36%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 1,316th-largest of 3,702 plans among Illinois employers on file, and the 1,527th of 5,337 in construction. In 2024, employees put in $3.19 for every $1.00 the employer contributed; active participation has grown from 308 to 385 since 2022.

Plan summary
Net assets, end of year$30,039,497
Participants with balances448
Active participants385
Employer contributions$689,546
Employee contributions$2,200,242
Employer contribution per active participant$1,791
Average account balance$67,052
Benefits paid to participants$5,530,483
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI
Plan history3
Yearassets · accounts · employer contribution
2024$30.0M · 448 accts · $690K emplr
2023$28.6M · 373 accts · $601K emplr
2022$23.2M · 374 accts · $574K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$63,181
Investment management$41,289
Total administrative$104,470
The Fox Valley Fire & Safety Co., Inc. 401(k) match · 2024
Employer contribution per active participant$1,791
Median for plans this size$2,416
2024$1,791 per active participant
2023$1,594 per active participant
2022$1,864 per active participant

Fox Valley Fire & Safety Co., Inc.'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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$63,180
CERITY PARTNERS RETIREMENT PLAN ADV · Investment advisory (plan)$41,289

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$104,470 · 0.36%
2023$93,708 · 0.36%
2022$91,191 · 0.37%
All plans at this employer2
FOX VALLEY FIRE & SAFETY CO., INC. 401(K) PLAN401(k)
FOX VALLEY FIRE & SAFETY CO., INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
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Bulley and Andrews, LLC IL$35.0M · 0.19%
Armon, Inc. IL$34.4M · 0.10%
McHugh Enterprises, Inc. IL$33.0M · 0.00%
The Morse Group, Inc. IL$28.8M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362638828 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.