Plan Ledger DOL Form 5500 · updated monthly

Office of the Special Deputy Receiver401(k)

OSD MULTIPLE EMPLOYER 401(K) PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Office of the Special Deputy Receiver reported $44,125 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,669 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 0.020% to 0.018%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 265th-largest of 3,702 plans among Illinois employers on file, and the 488th of 4,798 in finance & insurance. In 2024, employees put in $1.99 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$261,369,393
Participants with balances876
Active participants87
Employer contributions$754,193
Employee contributions$1,502,612
Employer contribution per active participant$8,669
Average account balance$298,367
Benefits paid to participants$22,254,431
Plan auditUnmodified (clean) audit opinion
AuditorKERBER, ECK AND BRAECKEL
Plan history3
Yearassets · accounts · employer contribution
2024$261.4M · 876 accts · $754K emplr
2023$237.6M · 946 accts · $744K emplr
2022$213.2M · 1,026 accts · $732K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,982
Investment management$14,143
Total administrative$44,125
The Office of the Special Deputy Receiver 401(k) match · 2024
Employer contribution per active participant$8,669
Median for plans this size$3,635
2024$8,669 per active participant
2023$8,088 per active participant
2022$7,785 per active participant

Office of the Special Deputy Receiver'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 · 20243
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$29,982
CREATIVE PLANNING LLC · Consulting$14,143
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect 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
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$44,125 · 0.02%
2023$12,031 · 0.01%
2022$48,264 · 0.02%
Similar plansFinance & Insurance · Illinois
Trustmark Services Company IL$307.3M · 0.09%
First Busey Corporation IL$268.2M · 0.15%
Modern Woodmen of America IL$250.5M · 0.01%
Calamos Investments LLC IL$232.9M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363757445 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.