Plan Ledger DOL Form 5500 · updated monthly

Hometown America Insurance Service, LLC401(k)

HOMETOWN AMERICA, LLC RETIREMENT READINESS 401(K) PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Hometown America Insurance Service, LLC reported $24,023 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $847 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 0.12% to 0.15%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 1,813th-largest of 3,702 plans among Illinois employers on file, and the 741st of 2,096 in real estate & leasing. In 2024, employees put in $5.37 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,858,599
Participants with balances440
Active participants385
Employer contributions$326,141
Employee contributions$1,750,674
Employer contribution per active participant$847
Average account balance$40,588
Benefits paid to participants$1,752,174
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.9M · 440 accts · $326K emplr
2023$15.3M · 446 accts · $334K emplr
2022$13.0M · 494 accts · $326K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,023
Total administrative$24,023
The Hometown America Insurance Service, LLC 401(k) match · 2024
Employer contribution per active participant$847
Median for plans this size$2,416
2024$847 per active participant
2023$883 per active participant
2022$917 per active participant

Hometown America Insurance Service, LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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
RETIREMENT PLAN CONCEPTS & SVCS · Other servicesindirect comp

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$24,023 · 0.15%
2023$19,501 · 0.14%
2022$16,726 · 0.12%
Same employer
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Golub & Company, LLC IL$19.2M · 0.09%
Core Campus, LLC IL$18.9M · 0.18%
Pacific Management, Inc. IL$17.9M · 0.49%
Resolute Industrial, LLC IL$17.7M · 0.40%
M & J Wilkow IL$17.3M · 0.43%
Article Student Living LLC IL$17.2M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364196688 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.