Plan Ledger DOL Form 5500 · updated monthly

Old World Industries, LLC401(k)

OLD WORLD 401(K) PLAN · NORTHBROOK, IL · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Old World Industries, LLC reported $78,761 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $3,355 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 rose from 0.10% to 0.12%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 709th-largest of 3,702 plans among Illinois employers on file, and the 576th of 4,246 in wholesale trade. In 2024, employees put in $2.90 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$71,806,892
Participants with balances607
Active participants397
Employer contributions$1,331,841
Employee contributions$3,856,539
Employer contribution per active participant$3,355
Average account balance$118,298
Benefits paid to participants$5,236,903
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$71.8M · 607 accts · $1.3M emplr
2023$61.1M · 599 accts · $1.1M emplr
2022$52.1M · 548 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$78,493
Investment management$268
Total administrative$78,761
The Old World Industries, LLC 401(k) match · 2024
Employer contribution per active participant$3,355
Median for plans this size$3,635
2024$3,355 per active participant
2023$2,699 per active participant
2022$2,920 per active participant

Old World Industries, LLC's 2024 employer contribution ran below the $3,635 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
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$78,493
CHARLES SCHWAB & CO., INC. · Securities brokerage$268
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$78,761 · 0.12%
2023$102,761 · 0.18%
2022$56,272 · 0.10%
Same employer
Similar plansWholesale Trade · Illinois
Dyson, Inc. IL$78.2M
Vermeer Midwest, Inc. IL$77.3M · 0.18%
Osg USA, Inc. IL$72.3M · 0.17%
Medela LLC IL$71.8M · 0.14%
Connor Co. IL$70.3M · 0.12%
Truck Centers, Inc. IL$68.3M · 0.17%
M. Holland Company IL$68.3M · 0.16%
Antylia Scientific IL$65.9M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 274128698 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.