Plan Ledger DOL Form 5500 · updated monthly

Katten Muchin Rosenman LLP401(k)

KATTEN MUCHIN ROSENMAN LLP DEFINED CONTRIBUTION PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Katten Muchin Rosenman LLP reported $319,756 in plan administrative expenses for 2024: 0.04% of average plan assets, below the peer median. Employer contributions averaged $15,304 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 0.043%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 110th-largest of 3,702 plans among Illinois employers on file, and the 225th of 11,654 in professional & technical services. In 2024, employees put in $1.24 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$793,329,842
Participants with balances1,957
Active participants1,113
Employer contributions$17,033,891
Employee contributions$21,080,707
Employer contribution per active participant$15,304
Average account balance$405,381
Benefits paid to participants$61,443,841
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$793.3M · 1,957 accts · $17.0M emplr
2023$699.3M · 1,928 accts · $16.5M emplr
2022$584.3M · 1,929 accts · $18.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$145,981
Investment management$143,775
Audit (IQPA)$30,000
Total administrative$319,756
The Katten Muchin Rosenman LLP 401(k) match · 2024
Employer contribution per active participant$15,304
Median for plans this size$4,294
2024$15,304 per active participant
2023$14,880 per active participant
2022$15,740 per active participant

Katten Muchin Rosenman LLP's 2024 employer contribution ran above the $4,294 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 · 202411
SCHWAB RETIREMENT PLAN SERVICES INC · Recordkeeping · Trustee$145,981
CAPFINANCIAL PARTNERS LLC · Investment management$143,775
GRANT THORNTON LLP · Accounting / audit$30,000
CERITY PARTNERS LLC · Investment advisory (participants)indirect comp
CAPITAL MGMT SERVICES INC · Investment advisory (participants)indirect comp
WEALTHSPIRE ADVISORS LLC · Investment advisory (participants)indirect comp
SIGNATURE ESTATE AND INVESTMENT · Investment advisory (participants)indirect comp
MESIROW FINANCIAL INVST. MGMT. INC. · Investment advisory (participants)indirect comp
CORIENT PRIVATE WEALTH LLC · Investment advisory (participants)indirect comp
HOWARD CAPITAL MGMT INC · Investment advisory (participants)indirect comp
CHARLES SCHWAB & CO., INC. · Investment management · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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

Administrative cost history3
2024$319,756 · 0.04%
2023$254,663 · 0.04%
2022$267,689 · 0.04%
Same employer
Similar plansProfessional & Technical Services · Illinois
Seyfarth Shaw LLP IL$925.9M · 0.09%
Information Resources, Inc. IL$891.6M · 0.04%
Baker & McKenzie LLP IL$866.6M · 0.05%
Fermi Research Alliance, LLC IL$796.0M · 0.01%
West Monroe Partners, Inc. IL$742.0M · 0.11%
A. T. Kearney, Inc. IL$698.2M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362796532 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.