Plan Ledger DOL Form 5500 · updated monthly

Gtcr LLC401(k)

GTCR 401(K) PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Gtcr LLC reported $3,112 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,699 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 fell from 0.03% to 0.01%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 837th-largest of 3,702 plans among Illinois employers on file, and the 1,538th of 4,798 in finance & insurance. In 2024, employees put in $2.02 for every $1.00 the employer contributed; active participation has grown from 156 to 197 since 2022.

Plan summary
Net assets, end of year$56,014,626
Participants with balances279
Active participants197
Employer contributions$1,516,740
Employee contributions$3,067,357
Employer contribution per active participant$7,699
Average account balance$200,769
Benefits paid to participants$2,809,820
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$56.0M · 279 accts · $1.5M emplr
2023$45.0M · 260 accts · $1.1M emplr
2022$33.0M · 225 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,112
Total administrative$3,112
The Gtcr LLC 401(k) match · 2024
Employer contribution per active participant$7,699
Median for plans this size$3,635
2024$7,699 per active participant
2023$5,920 per active participant

Gtcr LLC's 2024 employer contribution ran above the $3,635 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$3,112

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$3,112 · 0.01%
2023$2,722 · 0.01%
2022$9,445 · 0.03%
Same employer
Similar plansFinance & Insurance · Illinois
Morton Community Bank IL$58.2M · 0.22%
Imc Americas, Inc. IL$58.2M · 0.03%
Loop Capital Markets, LLC IL$51.8M · 0.25%
Central Bank Illinois IL$51.2M · 0.04%
Bcs Financial Corporation IL$51.1M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 900615667 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.