Plan Ledger DOL Form 5500 · updated monthly

Rukel Management, LLC401(k)

RUKEL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN · ST. CHARLES, IL · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Rukel Management, LLC reported $14,074 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $509 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 fell from 0.17% to 0.09%. 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 among the smaller plans on file in Illinois (1,914th of 3,702), and the 6,756th of 13,661 in manufacturing. In 2024, employees put in $1.64 for every $1.00 the employer contributed; active participation has grown from 835 to 1,144 since 2022.

Plan summary
Net assets, end of year$16,191,717
Participants with balances297
Active participants1,144
Employer contributions$581,880
Employee contributions$954,910
Employer contribution per active participant$509
Average account balance$54,518
Benefits paid to participants$644,741
Plan auditUnmodified (clean) audit opinion
AuditorPORTE BROWN
Plan history4
Yearassets · accounts · employer contribution
2025$14.3M · 144 accts · $323K emplr
2024$16.2M · 297 accts · $582K emplr
2023$13.8M · 282 accts · $510K emplr
2022$11.1M · 287 accts · $517K emplr
The Rukel Management, LLC 401(k) match · 2024
Employer contribution per active participant$509
Median for plans this size$2,416
2025$678 per active participant
2024$509 per active participant
2023$522 per active participant
2022$619 per active participant

Rukel Management, LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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
TRUST COMPANY OF ILLINOIS · Trustee · Loan processing$14,074

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

Administrative cost history4
2025$13,463 · 0.09%
2024$14,074 · 0.09%
2023$16,785 · 0.13%
2022$19,272 · 0.17%
Same employer
Similar plansManufacturing · Illinois
Ceratizit USA, Inc. IL$16.4M · 0.35%
Lake County Press, Inc. IL$16.4M · 0.12%
Nexus Pharmaceuticals, LLC IL$16.0M · 0.43%
Peer Foods Group, Inc. IL$15.9M · 0.04%
Chicago Dryer Company IL$15.8M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 260207564 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.