Plan Ledger DOL Form 5500 · updated monthly

Illinois Bone and Joint Institute, LLC401(k)

ILLINOIS BONE AND JOINT INSTITUTE, LLC PROFIT SHARING AND SAVINGS PLAN · DES PLAINES, IL · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Illinois Bone and Joint Institute, LLC reported $146,208 in plan administrative expenses for 2024: 0.06% of average plan assets, below the peer median. Employer contributions averaged $4,520 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 0.07% to 0.06%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 246th-largest of 3,702 plans among Illinois employers on file, and the 509th of 11,911 in health care & social assistance. In 2024, employees put in $1.18 for every $1.00 the employer contributed; active participation has grown from 1,283 to 2,354 since 2022.

Plan summary
Net assets, end of year$286,980,109
Participants with balances2,999
Active participants2,354
Employer contributions$10,640,673
Employee contributions$12,537,659
Employer contribution per active participant$4,520
Average account balance$95,692
Benefits paid to participants$17,713,228
Plan auditUnmodified (clean) audit opinion
AuditorFGMK LLC
Plan history3
Yearassets · accounts · employer contribution
2024$287.0M · 2,999 accts · $10.6M emplr
2023$242.8M · 2,551 accts · $9.3M emplr
2022$186.1M · 1,661 accts · $8.3M emplr
Administrative expenses, itemized · 2024
Investment management$40,437
Total administrative$146,208
The Illinois Bone and Joint Institute, LLC 401(k) match · 2024
Employer contribution per active participant$4,520
Median for plans this size$4,294
2024$4,520 per active participant
2023$4,309 per active participant
2022$6,452 per active participant

Illinois Bone and Joint Institute, LLC's 2024 employer contribution ran above the $4,294 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
ROTHSCHILD INVESTMENTS · Consulting$116,127
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$40,437
FIRST AMERICAN BANK · Pension consulting$28,849
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect 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$146,208 · 0.06%
2023$151,496 · 0.07%
2022$142,117 · 0.07%
Same employer
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Carle Holding Company, Inc. IL$329.6M · 0.09%
Rush Copley Medical Center IL$312.8M · 0.17%
Select Rehabilitation, LLC IL$278.9M · 0.05%
Ati Holdings, LLC IL$274.4M · 0.23%
Oak Street Health Mso, LLC IL$199.0M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203845479 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.