Plan Ledger DOL Form 5500 · updated monthly

Friendship Senior Options, Nfp401(k)

FRIENDSHIP SENIOR OPTIONS, NFP 401K SAVINGS & RETIREMENT PLAN · SCHAUMBURG, IL · plan year 2022

Reported admin expense ratio · 2022
0.02%

Friendship Senior Options, Nfp reported $2,950 in plan administrative expenses for 2022: 0.02% of average plan assets, lower than ~75% of peers. 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Illinois (1,932nd of 3,702), and the 4,323rd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$15,903,987
Participants with balances330
Active participants721
Employer contributions—
Employee contributions$898,747
Employer contribution per active participant—
Average account balance$48,194
Benefits paid to participants$1,641,366
Plan auditUnmodified (clean) audit opinion
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$2,950 · 0.02%
Similar plansHealth Care & Social Assistance · Illinois
Smith Senior Living IL$16.7M · 0.25%
Esperanza Health Centers IL$16.4M · 0.22%
Little City Foundation IL$15.6M · 0.02%
Search, Inc. IL$15.3M · 0.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201278553 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.