Plan Ledger DOL Form 5500 · updated monthly

Relativity Oda LLC401(k)

RELATIVITY 401(K) PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Relativity Oda LLC reported $18,912 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,038 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 0.03% to 0.01%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 382nd-largest of 3,702 plans among Illinois employers on file, and the 955th of 11,654 in professional & technical services. In 2024, employees put in $3.36 for every $1.00 the employer contributed; active participation has shrunk from 1,250 to 1,060 since 2022.

Plan summary
Net assets, end of year$165,838,291
Participants with balances1,383
Active participants1,060
Employer contributions$4,279,806
Employee contributions$14,388,326
Employer contribution per active participant$4,038
Average account balance$119,912
Benefits paid to participants$8,641,446
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$165.8M · 1,383 accts · $4.3M emplr
2023$130.9M · 1,442 accts · $4.9M emplr
2022$101.8M · 1,538 accts · $4.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,912
Total administrative$18,912
The Relativity Oda LLC 401(k) match · 2024
Employer contribution per active participant$4,038
Median for plans this size$3,635
2024$4,038 per active participant
2023$4,338 per active participant
2022$3,777 per active participant

Relativity Oda LLC's 2024 employer contribution ran above 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 · 20241
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$18,912

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$18,912 · 0.01%
2023$20,149 · 0.02%
2022$26,801 · 0.03%
Same employer
Similar plansProfessional & Technical Services · Illinois
Banner & Witcoff, LTD. IL$204.7M · 0.00%
Neal, Gerber & Eisenberg LLP IL$182.9M · 0.09%
Ahead, Inc. IL$176.3M · 0.35%
Institute of Gas Technology IL$156.0M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364801165 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.