Plan Ledger DOL Form 5500 · updated monthly

Insperex Holdings LLC401(k)

INSPEREX HOLDINGS LLC 401K PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Insperex Holdings LLC reported $38,136 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,868 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 1 year on file its reported administrative ratio rose from 0.076% to 0.081%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 915th-largest of 3,702 plans among Illinois employers on file, and the 1,668th of 4,798 in finance & insurance. In 2024, employees put in $2.15 for every $1.00 the employer contributed; active participation has shrunk from 200 to 176 since 2022.

Plan summary
Net assets, end of year$49,972,134
Participants with balances229
Active participants176
Employer contributions$1,208,788
Employee contributions$2,603,787
Employer contribution per active participant$6,868
Average account balance$218,219
Benefits paid to participants$6,574,648
Plan auditUnmodified (clean) audit opinion
AuditorCASSELL PLAN AUDITS, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$50.0M · 229 accts · $1.2M emplr
2023$44.6M · 238 accts · $703K emplr
2022$35.9M · 242 accts · $697K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,136
Total administrative$38,136
The Insperex Holdings LLC 401(k) match · 2024
Employer contribution per active participant$6,868
Median for plans this size$2,416
2024$6,868 per active participant
2023$3,969 per active participant
2022$3,487 per active participant

Insperex Holdings LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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
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$38,136 · 0.08%
2023$30,805 · 0.08%
2022Not separately reported
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 364366344 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.