Plan Ledger DOL Form 5500 · updated monthly

Fresenius Kabi USA, LLC401(k)

FRESENIUS KABI USA, LLC SAVINGS & RET PLAN · LAKE ZURICH, IL · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Fresenius Kabi USA, LLC reported $335,905 in plan administrative expenses for 2024: 0.06% of average plan assets, below the peer median. Employer contributions averaged $3,334 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 0.04% to 0.06%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other manufacturing employers. By assets it is the 137th-largest of 3,702 plans among Illinois employers on file, and the 525th of 13,661 in manufacturing. In 2024, employees put in $2.81 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$559,525,066
Participants with balances5,330
Active participants4,114
Employer contributions$13,714,165
Employee contributions$38,602,534
Employer contribution per active participant$3,334
Average account balance$104,977
Benefits paid to participants$65,592,747
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$559.5M · 5,330 accts · $13.7M emplr
2023$499.5M · 5,388 accts · $13.0M emplr
2022$421.4M · 5,147 accts · $11.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$205,737
Investment management$90,000
Audit (IQPA)$40,000
Total administrative$335,905
The Fresenius Kabi USA, LLC 401(k) match · 2024
Employer contribution per active participant$3,334
Median for plans this size$4,294
2024$3,334 per active participant
2023$3,140 per active participant
2022$2,932 per active participant

Fresenius Kabi USA, LLC's 2024 employer contribution ran below the $4,294 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 · 20245
CONCURRENT INVESTMENT ADVISORS LLC · Investment advisory (plan)$90,000
P&M HOLDING GROUP LLP DBA PLANTE & · Accounting / audit$40,000
EMPOWER FINANCIAL SERVICES, INC. · Securities brokerage$154

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

Administrative cost history3
2024$335,905 · 0.06%
2023$360,481 · 0.08%
2022$162,171 · 0.04%
Same employer
Similar plansManufacturing · Illinois
Ingredion Incorporated IL$650.9M · 0.05%
Prairie Farms Dairy, Inc. IL$637.5M · 0.23%
Abbvie LTD. C/O Abbvie Inc. IL$560.1M · 0.07%
Hollister Incorporated IL$554.5M · 0.02%
Federal Signal Corporation IL$544.1M · 0.08%
Hydro Extrusion USA, LLC IL$535.0M · 0.13%
Treehouse Foods, Inc. IL$524.1M · 0.15%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 300431740 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.