Plan Ledger DOL Form 5500 · updated monthly

SAI360 Inc.401(k)

SAI GLOBAL 401(K) SAVINGS PLAN · CHICAGO, IL · plan year 2025

Reported admin expense ratio · 2025
0.24%

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

SAI360 Inc. reported $138,328 in plan administrative expenses for 2025: 0.24% of average plan assets, higher than ~75% of peers. Employer contributions averaged $5,719 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 0.30% to 0.24%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other professional & technical services employers. By assets it is the 803rd-largest of 3,702 plans among Illinois employers on file, and the 2,397th of 11,654 in professional & technical services. In 2025, employees put in $2.02 for every $1.00 the employer contributed; active participation has shrunk from 255 to 166 since 2022.

Plan summary
Net assets, end of year$59,465,214
Participants with balances355
Active participants166
Employer contributions$949,395
Employee contributions$1,914,792
Employer contribution per active participant$5,719
Average account balance$167,508
Benefits paid to participants$8,149,459
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$59.5M · 355 accts · $949K emplr
2024$55.1M · 375 accts · $1.0M emplr
2023$51.7M · 423 accts · $1.3M emplr
2022$47.5M · 460 accts · $1.3M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$27,245
Investment management$109,596
Audit (IQPA)$1,487
Total administrative$138,328
The SAI360 Inc. 401(k) match · 2025
Employer contribution per active participant$5,719
Median for plans this size$4,093
2025$5,719 per active participant
2024$6,457 per active participant
2023$6,382 per active participant
2022$5,193 per active participant

SAI360 Inc.'s 2025 employer contribution ran above the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
NORTHWESTERN MUTUAL WEALTH MGMT CO · Investment advisory (plan)$83,705
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$27,164

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$138,328 · 0.24%
2024$123,772 · 0.23%
2023$130,387 · 0.26%
2022$150,258 · 0.30%
Same employer
Similar plansProfessional & Technical Services · Illinois
Ulse Inc. IL$63.5M · 0.05%
Batescarey LLP IL$61.7M · 0.24%
Enercon, LTD. IL$60.9M · 0.09%
Much Shelist, P.C. IL$60.2M · 0.20%
Vistex, Inc. IL$58.9M · 0.56%
Impact Advisors, LLC IL$58.4M · 0.44%
Greeley and Hansen LLC IL$58.3M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731688805 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.