Plan Ledger DOL Form 5500 · updated monthly

Itsavvy LLC401(k)

ITSAVVY 401(K) PLAN · OAKBROOK, IL · plan year 2021

Reported admin expense ratio · 2021
0.74%

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

Itsavvy LLC reported $46,561 in plan administrative expenses for 2021: 0.74% of average plan assets, above the peer median. Employer contributions averaged $8,058 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 289 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Illinois (3,496th of 3,702), and 4,150th of 4,246 in wholesale trade. In 2021, employees put in $5.85 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$952,276
Participants with balances57
Active participants24
Employer contributions$193,398
Employee contributions$1,130,713
Employer contribution per active participant$8,058
Average account balance$16,707
Benefits paid to participants$1,978,762
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2021
Investment management$39,049
Total administrative$46,561
The Itsavvy LLC 401(k) match · 2021
Employer contribution per active participant$8,058
Median for plans this size$994

Itsavvy LLC's 2021 employer contribution ran above the $994 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 2021 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2021$46,561 · 0.74%
Same employer
Similar plansWholesale Trade · Illinois
Midwest Goods, Inc. IL$1.5M · 0.35%
All American Recycling IL$1.5M · 0.92%
Sandra Holding LLC IL$1.4M · 0.39%
Unlimited Carrier, Inc. IL$1.3M · 0.84%
J. Reiss, Inc. IL$382K · 3.71%
Ez Book Recycle IL$114K · 2.76%

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Source: U.S. Department of Labor, Form 5500 series, EIN 550865845 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.