Plan Ledger DOL Form 5500 · updated monthly

Lydia Home Association401(k)

LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.38%

Lydia Home Association reported $9,405 in plan administrative expenses for 2024: 0.38% of average plan assets, below the peer median. 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 0.65% to 0.38%. 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 (3,270th of 3,702), and 9,448th of 11,911 in health care & social assistance. active participation has grown from 355 to 443 since 2022.

Plan summary
Net assets, end of year$2,749,352
Participants with balances287
Active participants443
Employer contributions—
Employee contributions$565,833
Employer contribution per active participant—
Average account balance$9,580
Benefits paid to participants$202,332
Plan auditUnmodified (clean) audit opinion
AuditorSELDEN FOX LTD
Plan history3
Yearassets · accounts · employer contribution
2024$2.7M · 287 accts
2023$2.2M · 250 accts
2022$1.8M · 250 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,405
Total administrative$9,405
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 · 20243
ALLIANCE PENSION CONSULTANTS, LLC · Recordkeeping$9,438
CHARLES SCHWAB TRUST BANK · Custodialindirect comp
CHARLES SCHWAB & CO., INC. · Custodial (securities)indirect 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
2024ALLIANCE PENSION CONSULTANTS, LLC
2023ALLIANCE PENSION CONSULTANTS, LLC

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Administrative cost history3
2024$9,405 · 0.38%
2023$10,156 · 0.51%
2022$10,372 · 0.65%
Same employer
Similar plansHealth Care & Social Assistance · Illinois
One Home Health Agency IL$2.8M · 0.54%
Good Shepherd Manor, Inc. IL$2.8M · 0.92%
Project Now, Inc. IL$2.8M · 0.02%
Crosspoint Human Services IL$2.6M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 361412810 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.