Plan Ledger DOL Form 5500 · updated monthly

John G. Shedd Aquarium401(k)

JOHN G. SHEDD AQUARIUM EMPLOYEES 401K PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

John G. Shedd Aquarium reported $48,768 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. Employer contributions averaged $2,752 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 0.02% to 0.09%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 827th-largest of 3,702 plans among Illinois employers on file, and the 174th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.76 for every $1.00 the employer contributed; active participation has grown from 380 to 439 since 2022.

Plan summary
Net assets, end of year$57,324,014
Participants with balances484
Active participants439
Employer contributions$1,208,042
Employee contributions$2,128,931
Employer contribution per active participant$2,752
Average account balance$118,438
Benefits paid to participants$3,380,159
Plan auditUnmodified (clean) audit opinion
AuditorPLANTE AND MORAN, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$57.3M · 484 accts · $1.2M emplr
2023$47.6M · 449 accts · $1.1M emplr
2022$40.9M · 428 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$48,768
Total administrative$48,768
The John G. Shedd Aquarium 401(k) match · 2024
Employer contribution per active participant$2,752
Median for plans this size$3,635
2024$2,752 per active participant
2023$2,576 per active participant
2022$2,660 per active participant

John G. Shedd Aquarium's 2024 employer contribution ran below the $3,635 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$48,768

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$48,768 · 0.09%
2023$14,681 · 0.03%
2022$10,606 · 0.02%
Same employer
Similar plansArts, Entertainment & Recreation · Illinois
Chicago Zoological Society IL$84.3M · 0.14%
Health Fitness Corporation IL$79.7M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362167918 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.