Plan Ledger DOL Form 5500 · updated monthly

Imperial Optical Midco Inc.401(k)

KEPLR VISION 401(K) PLAN · BLOOMINGTON, IL · plan year 2024

Reported admin expense ratio · 2024
0.55%

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

Imperial Optical Midco Inc. reported $421,292 in plan administrative expenses for 2024: 0.55% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,695 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 0.58% to 0.55%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 640th-largest of 3,702 plans among Illinois employers on file, and the 431st of 5,215 in retail trade. In 2024, employees put in $2.05 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$83,047,184
Participants with balances1,654
Active participants2,840
Employer contributions$4,814,981
Employee contributions$9,884,947
Employer contribution per active participant$1,695
Average account balance$50,210
Benefits paid to participants$10,384,342
Plan auditUnmodified (clean) audit opinion
AuditorSTRIEGEL KNOBLOCH & COMPANY, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$83.0M · 1,654 accts · $4.8M emplr
2023$69.1M · 1,595 accts · $4.3M emplr
2022$50.2M · 1,505 accts · $4.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$268,644
Investment management$93,472
Total administrative$421,292
The Imperial Optical Midco Inc. 401(k) match · 2024
Employer contribution per active participant$1,695
Median for plans this size$3,635
2024$1,695 per active participant
2023$1,411 per active participant
2022$1,433 per active participant

Imperial Optical Midco Inc.'s 2024 employer contribution ran below the $3,635 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 · 20243
PENSION CORPORATION OF AMERICA · Contract administrator · Recordkeeping$327,820
PCA INVESTMENT ADVISORY SERVICES · Investment advisory (plan) · Investment management$93,472
CHARLES SCHWAB TRUST BANK · Trustee (directed)indirect comp

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

Recordkeeper by year2
2024PENSION CORPORATION OF AMERICA
2023PENSION CORPORATION OF AMERICA

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Administrative cost history3
2024$421,292 · 0.55%
2023$314,378 · 0.53%
2022$270,962 · 0.58%
Same employer
Similar plansRetail Trade · Illinois
Martin & Bayley, Inc. IL$120.6M · 0.01%
Campagna-Turano Bakery, Inc. IL$103.5M · 0.19%
Dick Blick Holdings, Inc. IL$102.1M · 0.15%
M. E. Fields, Inc. IL$94.8M · 0.30%
Mark Anthony Brands Inc. IL$79.5M · 0.45%
Weathertech Direct, LLC IL$77.7M · 0.07%
Brainlab, Inc. IL$76.4M · 0.08%
Henricksen & Company, Inc. IL$68.1M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 824641344 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.