Plan Ledger DOL Form 5500 · updated monthly

Orsini Pharmaceutical Services, LLC401(k)

THE ORSINI GROUP 401(K) · ELK GROVE VILLAGE, IL · plan year 2024

Reported admin expense ratio · 2024
0.92%

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

Orsini Pharmaceutical Services, LLC reported $63,785 in plan administrative expenses for 2024: 0.92% of average plan assets, higher than ~75% of peers. Employer contributions averaged $588 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 0.78% to 0.92%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Illinois (2,652nd of 3,702), and 3,135th of 5,215 in retail trade. In 2024, employees put in $5.31 for every $1.00 the employer contributed; active participation has grown from 251 to 370 since 2022.

Plan summary
Net assets, end of year$7,625,182
Participants with balances253
Active participants370
Employer contributions$217,461
Employee contributions$1,154,788
Employer contribution per active participant$588
Average account balance$30,139
Benefits paid to participants$1,006,897
Plan auditUnmodified (clean) audit opinion
AuditorSASSETTI LLC
Plan history3
Yearassets · accounts · employer contribution
2024$7.6M · 253 accts · $217K emplr
2023$6.3M · 220 accts · $189K emplr
2022$4.6M · 198 accts · $166K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,084
Investment management$26,701
Total administrative$63,785
The Orsini Pharmaceutical Services, LLC 401(k) match · 2024
Employer contribution per active participant$588
Median for plans this size$1,313
2024$588 per active participant
2023$615 per active participant
2022$663 per active participant

Orsini Pharmaceutical Services, LLC's 2024 employer contribution ran below the $1,313 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 · 20243
PROSPERA FINANCIAL SERVICES INC · Investment advisory (plan)$17,197
EMPOWER ADVISORY GROUP, LLC · Investment management$9,504

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$63,785 · 0.92%
2023$43,750 · 0.80%
2022$36,414 · 0.78%
Same employer
Similar plansRetail Trade · Illinois
Raise Marketplace, LLC IL$7.8M · 0.07%
Castle Chevrolet, Inc. IL$7.3M · 0.16%
Auffenberg Hyundai, Inc. IL$7.3M · 0.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 320108171 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.