Plan Ledger DOL Form 5500 · updated monthly

Ornua Foods North America, Inc.401(k)

ORNUA NORTH AMERICA 401(K) PLAN · EVANSTON, IL · plan year 2024

Reported admin expense ratio · 2024
0.61%

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

Ornua Foods North America, Inc. reported $228,173 in plan administrative expenses for 2024: 0.61% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,810 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 0.46% to 0.61%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,121st-largest of 3,702 plans among Illinois employers on file, and the 1,072nd of 4,246 in wholesale trade. In 2024, employees put in $1.70 for every $1.00 the employer contributed; active participation has grown from 383 to 698 since 2022.

Plan summary
Net assets, end of year$38,612,087
Participants with balances988
Active participants698
Employer contributions$1,961,213
Employee contributions$3,332,017
Employer contribution per active participant$2,810
Average account balance$39,081
Benefits paid to participants$6,615,946
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$38.6M · 988 accts · $2.0M emplr
2023$36.5M · 1,131 accts · $2.5M emplr
2022$27.7M · 513 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$144,856
Investment management$80,322
Total administrative$228,173
The Ornua Foods North America, Inc. 401(k) match · 2024
Employer contribution per active participant$2,810
Median for plans this size$2,416
2024$2,810 per active participant
2023$3,155 per active participant
2022$2,647 per active participant

Ornua Foods North America, Inc.'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 · 20244
CBIZ BENEFIT & INS SERVICES INC. · Contract administrator$87,750
CBIZ INVESTMENT ADVISORY SERVICES · Investment advisory (plan)$66,371
EMPOWER ADVISORY GROUP, LLC · Investment management$13,951

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$228,173 · 0.61%
2023$177,432 · 0.55%
2022$102,234 · 0.46%
Same employer
Similar plansWholesale Trade · Illinois
Neuco, Inc. IL$41.9M · 0.21%
Kennicott Brothers Company IL$41.5M · 0.28%
West Side Tractor Sales Co. IL$40.4M · 0.03%
Victor Envelope Company IL$39.9M · 0.28%
Prinova US LLC IL$38.2M · 0.19%
Doall Company IL$36.8M · 0.29%
Cil North America LLC IL$36.5M · 0.02%
Rm Acquisition, LLC IL$35.3M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363345028 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.