Plan Ledger DOL Form 5500 · updated monthly

Rli Services, LLC401(k)

RLI SERVICES LLC 401(K) PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Rli Services, LLC reported $133,771 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $2,652 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 3 years on file its reported administrative ratio has held roughly steady near 0.35%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,092nd-largest of 3,702 plans among Illinois employers on file, and the 3,662nd of 13,661 in manufacturing. In 2024, employees put in $1.93 for every $1.00 the employer contributed; active participation has grown from 337 to 689 since 2022.

Plan summary
Net assets, end of year$40,273,248
Participants with balances922
Active participants689
Employer contributions$1,826,952
Employee contributions$3,527,390
Employer contribution per active participant$2,652
Average account balance$43,680
Benefits paid to participants$7,220,965
Plan auditUnmodified (clean) audit opinion
AuditorBDO USA, P.A.
Plan history3
Yearassets · accounts · employer contribution
2024$40.3M · 922 accts · $1.8M emplr
2023$37.0M · 844 accts · $1.4M emplr
2022$13.2M · 487 accts · $759K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$73,182
Investment management$60,589
Total administrative$133,771
The Rli Services, LLC 401(k) match · 2024
Employer contribution per active participant$2,652
Median for plans this size$2,416
2024$2,652 per active participant
2023$3,477 per active participant
2022$2,251 per active participant

Rli Services, LLC'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 · 20244
EMPLOYEE FIDUCIARY, LLC · Recordkeeping$69,742
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$8,087
PWMG, LLC · Investment management$55,551
LPL FINANCIAL CORPORATION RPCP · Investment advisory (plan)$5,038

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

Recordkeeper by year2
2024EMPLOYEE FIDUCIARY, LLC, The Standard
2023EMPLOYEE FIDUCIARY, LLC

This plan has changed recordkeepers within these filings. If you left Rli Services, LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$133,771 · 0.35%
2023$85,082 · 0.34%
2022$50,775 · 0.36%
Same employer
Similar plansManufacturing · Illinois
A.J. Antunes & Co. IL$40.9M · 0.21%
Nordex USA, Inc. IL$40.5M · 0.37%
Gonnella Baking Co. IL$40.4M · 0.24%
Ppc Flexible Packaging, LLC IL$40.0M · 0.08%
Advancion Corporation IL$39.4M · 0.03%
Prairie Farms Dairy, Inc. IL$39.0M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 820776939 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.