Plan Ledger DOL Form 5500 · updated monthly

Sasser Family Holdings, Inc.401(k)

SASSER FAMILY HOLDINGS, INC. 401(K) PLAN · SCHAUMBURG, IL · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Sasser Family Holdings, Inc. reported $103,925 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $6,090 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 0.30% to 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 968th-largest of 3,702 plans among Illinois employers on file, and the 303rd of 2,096 in real estate & leasing. In 2024, employees put in $1.59 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$47,091,821
Participants with balances404
Active participants315
Employer contributions$1,918,361
Employee contributions$3,058,190
Employer contribution per active participant$6,090
Average account balance$116,564
Benefits paid to participants$5,788,617
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$47.1M · 404 accts · $1.9M emplr
2023$41.3M · 396 accts · $1.9M emplr
2022$32.4M · 390 accts · $2.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$53,675
Total administrative$103,925
The Sasser Family Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$6,090
Median for plans this size$2,416
2024$6,090 per active participant
2023$6,326 per active participant
2022$7,276 per active participant

Sasser Family Holdings, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$53,708
MORGAN STANLEY SMITH BARNEY LLC · Investment advisory (participants)$50,250

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$103,925 · 0.24%
2023$65,579 · 0.18%
2022$103,977 · 0.30%
Same employer
Similar plansReal Estate & Leasing · Illinois
Amli Management Company IL$53.9M · 0.21%
Waterton Associates IL$53.6M · 0.41%
Baird & Warner, Inc. IL$45.1M · 0.18%
Logs Legal Group LLP IL$42.1M · 0.40%
Interpark LLC IL$38.4M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 274335661 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.