Plan Ledger DOL Form 5500 · updated monthly

Individual Advocacy Group401(k)

INDIVIDUAL ADVOCACY GROUP 401(K) PLAN · ROMEOVILLE, IL · plan year 2024

Reported admin expense ratio · 2024
0.60%

Individual Advocacy Group reported $24,935 in plan administrative expenses for 2024: 0.60% of average plan assets, above the peer median. 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 0.67% to 0.60%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Illinois (2,985th of 3,702), and 8,033rd of 11,911 in health care & social assistance. active participation has grown from 441 to 496 since 2022.

Plan summary
Net assets, end of year$4,767,630
Participants with balances514
Active participants496
Employer contributions—
Employee contributions$1,490,982
Employer contribution per active participant—
Average account balance$9,276
Benefits paid to participants$725,317
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.8M · 514 accts
2023$3.5M · 469 accts
2022$2.4M · 460 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,935
Total administrative$24,935
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
ADP, INC. · Loan processing · Recordkeeping$24,935

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

Recordkeeper by year2
2024ADP
2023ADP

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

Administrative cost history3
2024$24,935 · 0.60%
2023$16,101 · 0.54%
2022$13,495 · 0.67%
Same employer
Similar plansHealth Care & Social Assistance · Illinois
The Lambs Farm, Inc. IL$4.9M · 0.07%
Challenge Unlimited Inc. IL$4.9M · 0.72%
Illuminate Healthcare IL$4.8M · 0.86%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364057568 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.