Plan Ledger DOL Form 5500 · updated monthly

Much Shelist, P.C.401(k)

MUCH SHELIST PROFIT SHARING PLAN AND TRUST · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Much Shelist, P.C. reported $114,986 in plan administrative expenses for 2024: 0.20% of average plan assets, above the peer median. Employer contributions averaged $1,434 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 0.28% to 0.20%. 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 793rd-largest of 3,702 plans among Illinois employers on file, and the 2,371st of 11,654 in professional & technical services. In 2024, employees put in $11.34 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$60,171,044
Participants with balances178
Active participants159
Employer contributions$228,002
Employee contributions$2,586,445
Employer contribution per active participant$1,434
Average account balance$338,040
Benefits paid to participants$2,241,414
Plan auditUnmodified (clean) audit opinion
AuditorFGMK, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$60.2M · 178 accts · $228K emplr
2023$52.7M · 169 accts · $240K emplr
2022$45.9M · 169 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,418
Investment management$91,568
Total administrative$114,986
The Much Shelist, P.C. 401(k) match · 2024
Employer contribution per active participant$1,434
Median for plans this size$3,635
2024$1,434 per active participant
2023$1,559 per active participant

Much Shelist, P.C.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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 · 20244
MESIROW FINANCIAL · Investment advisory (plan)$79,253
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$23,418
CREATIVE PLANNING LLC · Investment advisory (plan)$6,667
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$5,648

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$114,986 · 0.20%
2023$126,073 · 0.26%
2022$127,297 · 0.28%
Same employer
Similar plansProfessional & Technical Services · Illinois
Ulse Inc. IL$63.5M · 0.05%
Batescarey LLP IL$61.7M · 0.24%
Enercon, LTD. IL$60.9M · 0.09%
SAI360 Inc. IL$59.5M · 0.24%
Vistex, Inc. IL$58.9M · 0.56%
Impact Advisors, LLC IL$58.4M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362757501 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.