Plan Ledger DOL Form 5500 · updated monthly

Lauterbach & Amen, LLP401(k)

LAUTERBACH & AMEN, LLP 401(K) PLAN · NAPERVILLE, 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

Lauterbach & Amen, LLP reported $6,060 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,836 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 0.03% to 0.04%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Illinois (1,942nd of 3,702), and 6,400th of 11,654 in professional & technical services. In 2024, employees put in $2.50 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,758,401
Participants with balances261
Active participants193
Employer contributions$547,340
Employee contributions$1,370,215
Employer contribution per active participant$2,836
Average account balance$60,377
Benefits paid to participants$834,521
Plan auditUnmodified (clean) audit opinion
AuditorSWALLING & ASSOCIATES, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$15.8M · 261 accts · $547K emplr
2023$12.7M · 259 accts · $483K emplr
2022$9.6M · 229 accts · $418K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,060
Total administrative$6,060
The Lauterbach & Amen, LLP 401(k) match · 2024
Employer contribution per active participant$2,836
Median for plans this size$2,416
2024$2,836 per active participant
2023$2,450 per active participant
2022$2,100 per active participant

Lauterbach & Amen, LLP's 2024 employer contribution ran above the $2,416 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
ASCENSUS · Other servicesindirect comp

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$6,060 · 0.04%
2023$4,890 · 0.04%
2022$3,295 · 0.03%
Same employer
Similar plansProfessional & Technical Services · Illinois
The Sedona Group, LTD. IL$17.2M · 0.45%
Mediafly, Inc. IL$16.5M · 0.02%
Rl Canning Inc. IL$15.6M · 0.26%
Deep Silver Volition, LLC IL$15.6M · 0.71%
Clarity Partners, LLC IL$15.6M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364133681 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.