Plan Ledger DOL Form 5500 · updated monthly

Miller, Cooper & Co., LTD.401(k)

MILLER, COOPER & CO., LTD. PROFIT SHARING & SAVINGS PLAN & TRUST · DEERFIELD, IL · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Miller, Cooper & Co., LTD. reported $194,135 in plan administrative expenses for 2024: 0.14% of average plan assets, above the peer median. Employer contributions averaged $7,687 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 0.19% to 0.14%. 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 415th-largest of 3,702 plans among Illinois employers on file, and the 1,054th of 11,654 in professional & technical services. In 2024, employees put in $1.45 for every $1.00 the employer contributed; active participation has grown from 408 to 460 since 2022.

Plan summary
Net assets, end of year$148,291,319
Participants with balances569
Active participants460
Employer contributions$3,535,939
Employee contributions$5,134,683
Employer contribution per active participant$7,687
Average account balance$260,617
Benefits paid to participants$1,922,453
Plan auditUnmodified (clean) audit opinion
AuditorDOWELL GROUP, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$148.3M · 569 accts · $3.5M emplr
2023$123.1M · 521 accts · $3.2M emplr
2022$92.8M · 484 accts · $2.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,749
Trustee / custodial$164,161
Total administrative$194,135
The Miller, Cooper & Co., LTD. 401(k) match · 2024
Employer contribution per active participant$7,687
Median for plans this size$3,635
2024$7,687 per active participant
2023$7,523 per active participant
2022$7,230 per active participant

Miller, Cooper & Co., 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 · 20247
ALLIANCE PENSION CONSULTANTS, LLC · Recordkeeping · Pension consulting$29,749
CIBC PRIVATE WEALTH ADVISORS INC · Investment advisory (participants)$98,444
KOVITZ INVESTMENT GROUP PARTNERS · Investment advisory (participants)$20,184
LESLIE GLOBAL WEALTH LLC · Investment advisory (participants)$16,210
DAVID VAUGHAN INVESTMENTS LLC · Investment advisory (participants)$15,592
WILLIAM BLAIR INVESTMENT MGMT · Investment advisory (participants)$13,731
CHARLES SCHWAB & CO., INC. · Consulting$2,332

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

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

Administrative cost history3
2024$194,135 · 0.14%
2023$185,897 · 0.17%
2022$161,072 · 0.19%
Same employer
Similar plansProfessional & Technical Services · Illinois
Institute of Gas Technology IL$156.0M · 0.06%
H.W. Lochner, Inc. IL$151.1M · 0.09%
Leydig, Voit & Mayer, LTD. IL$149.3M · 0.14%
Amundsen Davis LLC IL$142.6M · 0.18%
The Burke Group, LTD. IL$138.1M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362897372 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.