Plan Ledger DOL Form 5500 · updated monthly

Goettsch Partners, Inc.401(k)

GOETTSCH PARTNERS, INC. PROFIT SHARING PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Goettsch Partners, Inc. reported $13,774 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,166 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 0.00% to 0.05%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,264th-largest of 3,702 plans among Illinois employers on file, and the 3,972nd of 11,654 in professional & technical services. In 2024, employees put in $3.56 for every $1.00 the employer contributed; active participation has shrunk from 72 to 47 since 2022.

Plan summary
Net assets, end of year$31,863,667
Participants with balances89
Active participants47
Employer contributions$195,793
Employee contributions$696,323
Employer contribution per active participant$4,166
Average account balance$358,019
Benefits paid to participants$4,850,977
Plan auditUnmodified (clean) audit opinion
AuditorOSTROW REISIN BERK & ABRAMS, LTD.
Plan history3
Yearassets · accounts · employer contribution
2024$31.9M · 89 accts · $196K emplr
2023$29.3M · 102 accts · $281K emplr
2022$24.7M · 109 accts · $299K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$125
Audit (IQPA)$13,649
Total administrative$13,774
The Goettsch Partners, Inc. 401(k) match · 2024
Employer contribution per active participant$4,166
Median for plans this size$2,416
2024$4,166 per active participant
2023$4,844 per active participant
2022$4,155 per active participant

Goettsch Partners, Inc.'s 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
OSTROW · Accounting / audit$13,649
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$125

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$13,774 · 0.05%
2023$26,724 · 0.10%
2022$206 · 0.00%
Similar plansProfessional & Technical Services · Illinois
Topel Forman, L.L.C. IL$32.8M · 0.09%
Element 78 Partners, LLC IL$32.7M · 0.56%
Kinaxis Corp. IL$32.3M · 0.51%
Nvisia, LLC IL$32.2M · 0.22%
G2 Crowd, Inc. IL$31.5M · 0.30%
Ceg Group, Inc. IL$31.5M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363000577 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.