Plan Ledger DOL Form 5500 · updated monthly

Oakbrook Corporation401(k)

OAKBROOK CORPORATION SALARY DEFERRAL PROFIT SHARING PLAN · MADISON, WI · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Oakbrook Corporation reported $1,568 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,204 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 3 years on file its reported administrative ratio has held roughly steady near 0.012%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Wisconsin (1,110th of 1,936), and the 899th of 2,096 in real estate & leasing. In 2024, employees put in $2.83 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,706,313
Participants with balances296
Active participants255
Employer contributions$307,106
Employee contributions$869,089
Employer contribution per active participant$1,204
Average account balance$46,305
Benefits paid to participants$634,185
Plan auditUnmodified (clean) audit opinion
AuditorSVA
Plan history3
Yearassets · accounts · employer contribution
2024$13.7M · 296 accts · $307K emplr
2023$11.5M · 291 accts · $283K emplr
2022$9.7M · 297 accts · $236K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,568
Total administrative$1,568
The Oakbrook Corporation 401(k) match · 2024
Employer contribution per active participant$1,204
Median for plans this size$2,416
2024$1,204 per active participant
2023$1,080 per active participant
2022$934 per active participant

Oakbrook Corporation's 2024 employer contribution ran below the $2,416 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 · 20241
JPMORGAN INVEST HOLDINGS LLC$1,568

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$1,568 · 0.01%
2023$984 · 0.01%
2022$1,405 · 0.01%
Same employer
Similar plansReal Estate & Leasing · Wisconsin
Mandel Group, Inc. WI$18.3M · 0.27%
Mlg Services Corp WI$15.2M · 1.17%
Conger Industries, Inc. WI$13.1M · 0.48%
Meridian Group Inc WI$12.9M · 0.49%
Capri Communities LLC WI$9.1M · 1.11%
Arena Event Services WI$8.0M · 0.61%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 391591030 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.