Plan Ledger DOL Form 5500 · updated monthly

King-Bruwaert House401(k)

KING-BRUWAERT HOUSE RETIREMENT FUND · BURR RIDGE, IL · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

King-Bruwaert House reported $6,035 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,448 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 fell from 0.11% to 0.10%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Illinois (2,792nd of 3,702), and 7,155th of 11,911 in health care & social assistance. In 2024, employees put in $2.75 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,398,408
Participants with balances176
Active participants150
Employer contributions$217,164
Employee contributions$597,178
Employer contribution per active participant$1,448
Average account balance$36,355
Benefits paid to participants$1,154,769
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$6.4M · 176 accts · $217K emplr
2023$6.1M · 170 accts · $218K emplr
2022$6.1M · 175 accts · $206K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,035
Total administrative$6,035
The King-Bruwaert House 401(k) match · 2024
Employer contribution per active participant$1,448
Median for plans this size$1,313
2024$1,448 per active participant
2023$1,570 per active participant
2022$1,483 per active participant

King-Bruwaert House's 2024 employer contribution ran above the $1,313 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$6,035

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$6,035 · 0.10%
2023$6,431 · 0.10%
2022$7,060 · 0.11%
Same employer
Similar plansHealth Care & Social Assistance · Illinois
Nocd, Inc. IL$6.5M · 0.52%
Aspire of Illinois IL$6.4M · 0.85%
Carle Health IL$6.4M · 0.08%
North Shore Senior Center IL$6.4M · 0.22%
Westminster Village, Inc. IL$6.4M · 0.65%
La Cross Dental LLC IL$6.3M · 0.53%
Webster Dental Care Group IL$6.2M · 0.65%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362167769 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.