Plan Ledger DOL Form 5500 · updated monthly

Porte Brown LLC401(k)

PORTE BROWN LLC 401(K) PROFIT SHARING PLAN · ELK GROVE VILLAGE, IL · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Porte Brown LLC reported $19,864 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $11,009 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 0.061% to 0.056%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,116th-largest of 3,702 plans among Illinois employers on file, and the 3,395th of 11,654 in professional & technical services. In 2024, employees put in $1.00 for every $1.00 the employer contributed; active participation has grown from 110 to 137 since 2022.

Plan summary
Net assets, end of year$38,755,003
Participants with balances151
Active participants137
Employer contributions$1,508,237
Employee contributions$1,514,370
Employer contribution per active participant$11,009
Average account balance$256,656
Benefits paid to participants$1,486,977
Plan auditUnmodified (clean) audit opinion
AuditorADDUCCI VEGA FINANCIAL GROUP
Plan history3
Yearassets · accounts · employer contribution
2024$38.8M · 151 accts · $1.5M emplr
2023$32.7M · 159 accts · $1.3M emplr
2022$28.2M · 125 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,864
Total administrative$19,864
The Porte Brown LLC 401(k) match · 2024
Employer contribution per active participant$11,009
Median for plans this size$2,416
2024$11,009 per active participant
2023$9,599 per active participant
2022$10,335 per active participant

Porte Brown LLC's 2024 employer contribution ran above the $2,416 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 · 20241
THE VANGUARD GROUP, INC · Contract administrator · Recordkeeping$17,047

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$19,864 · 0.06%
2023$20,804 · 0.07%
2022$19,593 · 0.06%
Same employer
Similar plansProfessional & Technical Services · Illinois
Rtm & Associates, Inc. IL$39.7M · 0.48%
Pctel, Inc. IL$39.0M · 0.30%
Q-Centrix LLC IL$38.7M · 0.31%
Wight & Company IL$38.6M · 0.24%
Levenfeld Pearlstein, LLC IL$38.5M · 0.05%
Klingner & Associates, P.C. IL$38.5M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362663358 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.