Plan Ledger DOL Form 5500 · updated monthly

Holsten Management Co401(k)

HOLSTEN MANAGEMENT CO 401(K) PROFIT SHARING PLAN & TRUST · CHICAGO, IL · plan year 2022

Reported admin expense ratio · 2022
1.16%

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

Holsten Management Co reported $17,096 in plan administrative expenses for 2022: 1.16% of average plan assets, higher than ~90% of peers. Employer contributions averaged $995 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Illinois (3,436th of 3,702), and 2,125th of 2,199 in information & media. In 2022, employees put in $1.89 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,406,548
Participants with balances96
Active participants77
Employer contributions$76,632
Employee contributions$144,677
Employer contribution per active participant$995
Average account balance$14,652
Benefits paid to participants$230,851
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$10,041
Investment management$7,055
Total administrative$17,096
The Holsten Management Co 401(k) match · 2022
Employer contribution per active participant$995
Median for plans this size$1,114

Holsten Management Co's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$17,096 · 1.16%
Same employer
Similar plansInformation & Media · Illinois
Focuscore Inc. IL$2.6M · 0.05%
Chowbus, Inc. IL$2.0M · 0.38%
Chowly Inc IL$1.7M
Everywhere Wireless IL$1.2M · 0.18%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 363634191 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.