Plan Ledger DOL Form 5500 · updated monthly

Cority Software (USA) Inc.401(k)

IQS/CORITY 401(K) PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Cority Software (USA) Inc. reported $27,834 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $2,766 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 0.09% to 0.16%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,760th-largest of 3,702 plans among Illinois employers on file, and the 5,795th of 11,654 in professional & technical services. In 2024, employees put in $3.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,619,534
Participants with balances209
Active participants154
Employer contributions$425,954
Employee contributions$1,383,552
Employer contribution per active participant$2,766
Average account balance$89,089
Benefits paid to participants$1,499,265
Plan auditUnmodified (clean) audit opinion
AuditorJGD & ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$18.6M · 209 accts · $426K emplr
2023$15.5M · 191 accts · $499K emplr
2022$12.8M · 195 accts · $440K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,638
Investment management$16,196
Total administrative$27,834
The Cority Software (USA) Inc. 401(k) match · 2024
Employer contribution per active participant$2,766
Median for plans this size$2,416
2024$2,766 per active participant
2023$3,414 per active participant
2022$2,936 per active participant

Cority Software (USA) Inc.'s 2024 employer contribution ran above the $2,416 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 · 20242
AMERITAS LIFE INSURANCE CORP. · Recordkeeping$11,638
STADION MONEY MANAGEMENT LLC · Investment management$16,196

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

Recordkeeper by year2
2024Ameritas
2023Ameritas

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

Administrative cost history3
2024$27,834 · 0.16%
2023$15,667 · 0.11%
2022$12,608 · 0.09%
Same employer
Similar plansProfessional & Technical Services · Illinois
Cotter Consulting, Inc. IL$18.9M · 0.31%
Dept Growth Marketing, Inc. IL$18.7M · 0.09%
PROJECT44, Inc. IL$18.7M · 0.55%
IT Soft USA Inc. IL$18.6M · 0.28%
Shc Direct, LLC IL$18.3M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341581832 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.