Plan Ledger DOL Form 5500 · updated monthly

Johnson & Bell, LTD.401(k)

JOHNSON & BELL, LTD. 401(K) PROFIT SHARING PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Johnson & Bell, LTD. reported $153,898 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $11,027 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 3 years on file its reported administrative ratio has held roughly steady near 0.147%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 519th-largest of 3,702 plans among Illinois employers on file, and the 1,381st of 11,654 in professional & technical services. In 2024, employees put in $1.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$109,872,988
Participants with balances234
Active participants165
Employer contributions$1,819,488
Employee contributions$1,952,933
Employer contribution per active participant$11,027
Average account balance$469,543
Benefits paid to participants$7,007,032
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$109.9M · 234 accts · $1.8M emplr
2023$99.1M · 231 accts · $1.7M emplr
2022$84.1M · 228 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,000
Investment management$99,998
Audit (IQPA)$14,900
Total administrative$153,898
The Johnson & Bell, LTD. 401(k) match · 2024
Employer contribution per active participant$11,027
Median for plans this size$3,635
2024$11,027 per active participant
2023$11,015 per active participant
2022$10,408 per active participant

Johnson & Bell, LTD.'s 2024 employer contribution ran above the $3,635 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 · 20244
RAYMOND JAMES & ASSOCIATES, INC. · Investment advisory (plan)$99,998
CAPITAL GROUP RETIREMENT PLAN SERVI$21,464
SHORE TOMPKINS ACTUARIAL RESOURCES · Contract administrator$18,586
SIKICH, LLP · Accounting / audit$14,900

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$153,898 · 0.15%
2023$138,946 · 0.15%
2022$142,278 · 0.15%
Same employer
Similar plansProfessional & Technical Services · Illinois
Simmons Hanly Conroy LLP IL$126.9M · 0.06%
Axiom Global Inc. IL$114.4M · 0.24%
Sprout Social, Inc. IL$113.5M · 0.15%
Iit Research Institute IL$107.6M · 0.01%
Farnsworth Group, Inc. IL$104.4M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362837644 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.