Plan Ledger DOL Form 5500 · updated monthly

Million Dollar Round Table401(k)

MILLION DOLLAR ROUND TABLE 401(K) THRIFT PLAN · PARK RIDGE, IL · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Million Dollar Round Table reported $75,429 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $2,418 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 0.48% to 0.36%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 1,614th-largest of 3,702 plans among Illinois employers on file, and the 979th of 3,341 in other services. In 2024, employees put in $3.30 for every $1.00 the employer contributed; active participation has grown from 107 to 139 since 2022.

Plan summary
Net assets, end of year$22,157,497
Participants with balances162
Active participants139
Employer contributions$336,068
Employee contributions$1,107,794
Employer contribution per active participant$2,418
Average account balance$136,775
Benefits paid to participants$1,234,787
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$22.2M · 162 accts · $336K emplr
2023$19.5M · 162 accts · $284K emplr
2022$17.1M · 142 accts · $267K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$43,179
Investment management$32,250
Total administrative$75,429
The Million Dollar Round Table 401(k) match · 2024
Employer contribution per active participant$2,418
Median for plans this size$2,416
2024$2,418 per active participant
2023$2,331 per active participant
2022$2,495 per active participant

Million Dollar Round Table'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 · 20243
PRINCIPAL SECURITIES INC · Investment advisory (plan)$28,811
EMPOWER ADVISORY GROUP, LLC · Investment management$3,439

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$75,429 · 0.36%
2023$64,277 · 0.35%
2022$87,968 · 0.48%
Same employer
Similar plansOther Services · Illinois
Harting, Inc. IL$22.3M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362138427 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.