Plan Ledger DOL Form 5500 · updated monthly

Presence Marketing, LLC401(k)

PRESENCE MARKETING, LLC RETIREMENT PLAN · SOUTH BARRINGTON, IL · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Presence Marketing, LLC reported $70,218 in plan administrative expenses for 2024: 0.14% of average plan assets, above the peer median. Employer contributions averaged $3,004 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 0.15% to 0.14%. 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 843rd-largest of 3,702 plans among Illinois employers on file, and the 728th of 4,246 in wholesale trade. In 2024, employees put in $2.32 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$55,515,443
Participants with balances535
Active participants430
Employer contributions$1,291,740
Employee contributions$2,996,426
Employer contribution per active participant$3,004
Average account balance$103,767
Benefits paid to participants$3,471,027
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$55.5M · 535 accts · $1.3M emplr
2023$47.9M · 531 accts · $1.2M emplr
2022$39.3M · 517 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$60,218
Audit (IQPA)$10,000
Total administrative$70,218
The Presence Marketing, LLC 401(k) match · 2024
Employer contribution per active participant$3,004
Median for plans this size$3,635
2024$3,004 per active participant
2023$2,700 per active participant
2022$2,788 per active participant

Presence Marketing, 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 · 20244
ADP, INC. · Loan processing · Recordkeeping$60,218
CALLERO & CALLERO LLP · Recordkeeping · Pension consulting$10,000
ADP BROKER-DEALER · Other servicesindirect 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
2024ADP, CALLERO & CALLERO LLP
2023ADP, CALLERO & CALLERO LLP

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

Administrative cost history3
2024$70,218 · 0.14%
2023$56,314 · 0.13%
2022$62,197 · 0.15%
Same employer
Similar plansWholesale Trade · Illinois
Birkeys Farm Store Inc IL$56.8M · 0.29%
Horizon Hobby, LLC IL$56.5M · 0.28%
Lapham-Hickey Steel Corp. IL$53.3M · 0.33%
Optimas Oe Solutions, LLC IL$52.4M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363706401 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.