Plan Ledger DOL Form 5500 · updated monthly

R.W. Troxell & Company401(k)

R. W. TROXELL & COMPANY 401(K) PROFIT SHARING PLAN · SPRINGFIELD, IL · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

R.W. Troxell & Company reported $79,626 in plan administrative expenses for 2024: 0.47% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,408 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 0.44% to 0.47%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,814th-largest of 3,702 plans among Illinois employers on file, and 3,244th of 4,798 in finance & insurance. In 2024, employees put in $2.13 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,857,179
Participants with balances122
Active participants105
Employer contributions$357,800
Employee contributions$761,215
Employer contribution per active participant$3,408
Average account balance$146,370
Benefits paid to participants$1,056,998
Plan auditUnmodified (clean) audit opinion
AuditorKERBER, ECK & BRAECKEL
Plan history3
Yearassets · accounts · employer contribution
2024$17.9M · 122 accts · $358K emplr
2023$15.8M · 120 accts · $346K emplr
2022$15.0M · 112 accts · $288K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,150
Investment management$25,478
Audit (IQPA)$10,950
Trustee / custodial$5,048
Total administrative$79,626
The R.W. Troxell & Company 401(k) match · 2024
Employer contribution per active participant$3,408
Median for plans this size$2,416
2024$3,408 per active participant
2023$3,536 per active participant
2022$2,970 per active participant

R.W. Troxell & Company'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 · 20245
AMERITAS LIFE INSURANCE CORP · Claims processing · Contract administrator$12,672
FIDUCIARY CONSULTING GROUP, INC · Plan administrator · Named fiduciary$25,478
CRUMLY AND ASSOCIATES INCORPORATED, · Investment advisory (participants) · Investment advisory (plan)$25,478
KERBER, ECK & BRAECKEL LLP · Accounting / audit$10,950
CHARLES SCHWAB BANK · Custodial (securities) · Trustee (directed)$5,048

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Ameritas
2023Ameritas

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

Administrative cost history3
2024$79,626 · 0.47%
2023$72,035 · 0.47%
2022$79,080 · 0.44%
Same employer
Similar plansFinance & Insurance · Illinois
Dieterich Bank IL$18.8M · 0.42%
Devon Bank IL$18.8M · 0.31%
Fnbc of Lagrange, Inc. IL$17.8M · 0.02%
First Federal Savings Bank IL$17.6M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 370902741 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.