Plan Ledger DOL Form 5500 · updated monthly

Heyl, Royster, Voelker & Allen P.C.401(k)

HEYL, ROYSTER, VOELKER & ALLEN P. C. PROFIT SHARING AND 401(K) PLAN · PEORIA, IL · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Heyl, Royster, Voelker & Allen P.C. reported $105,560 in plan administrative expenses for 2024: 0.14% of average plan assets, above the peer median. Employer contributions averaged $3,156 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 0.142%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 675th-largest of 3,702 plans among Illinois employers on file, and the 1,884th of 11,654 in professional & technical services. In 2024, employees put in $2.51 for every $1.00 the employer contributed; active participation has shrunk from 292 to 257 since 2022.

Plan summary
Net assets, end of year$77,285,524
Participants with balances360
Active participants257
Employer contributions$811,155
Employee contributions$2,034,811
Employer contribution per active participant$3,156
Average account balance$214,682
Benefits paid to participants$6,353,622
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$77.3M · 360 accts · $811K emplr
2023$71.3M · 368 accts · $1.2M emplr
2022$66.2M · 398 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,860
Investment management$452
Audit (IQPA)$19,000
Total administrative$105,560
The Heyl, Royster, Voelker & Allen P.C. 401(k) match · 2024
Employer contribution per active participant$3,156
Median for plans this size$3,635
2024$3,156 per active participant
2023$4,533 per active participant
2022$4,805 per active participant

Heyl, Royster, Voelker & Allen P.C.'s 2024 employer contribution ran below the $3,635 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 · 20244
T ROWE PRICE RPS INC · Recordkeeping · Trustee$32,860
BRAND ASSET MANAGEMENT GROUP I · Investment advisory (participants)$22,316
CLIFTON LARSON ALLEN LLP · Accounting / audit$19,000
CHARLES SCHWAB & CO., INC. · Securities brokerage$434

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

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

Administrative cost history3
2024$105,560 · 0.14%
2023$100,915 · 0.15%
2022$107,745 · 0.14%
Same employer
Similar plansProfessional & Technical Services · Illinois
Trustwave Holdings, Inc. IL$86.7M · 0.21%
Kemper CPA Group LLP IL$80.6M · 0.32%
Clausen Miller, P.C. IL$78.4M · 0.02%
V3 Companies, LTD. IL$76.3M · 0.15%
Fgmk, LLC IL$75.6M · 0.00%
Follett Software, LLC IL$75.5M · 0.05%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 370947290 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.