Plan Ledger DOL Form 5500 · updated monthly

Sebert Landscaping Company401(k)

SEBERT LANDSCAPING COMPANY 401(K) PROFIT SHARING PLAN AND TRUST · BARTLETT, IL · plan year 2023

Reported admin expense ratio · 2023
0.44%

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

Sebert Landscaping Company reported $19,402 in plan administrative expenses for 2023: 0.44% of average plan assets, below the peer median. Employer contributions averaged $925 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 1 year on file its reported administrative ratio rose from 0.14% to 0.44%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Illinois (2,963rd of 3,702), and 9,800th of 11,654 in professional & technical services. In 2023, employees put in $2.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,007,875
Participants with balances87
Active participants199
Employer contributions$184,011
Employee contributions$372,843
Employer contribution per active participant$925
Average account balance$57,562
Benefits paid to participants$155,111
Plan auditUnmodified (clean) audit opinion
AuditorMOWERY & SCHOENFELD, LLC
Plan history2
Yearassets · accounts · employer contribution
2023$5.0M · 87 accts · $184K emplr
2022$3.9M · 101 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$14,978
Investment management$4,424
Total administrative$19,402
The Sebert Landscaping Company 401(k) match · 2023
Employer contribution per active participant$925
Median for plans this size$1,308

Sebert Landscaping Company's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
MORGAN STANLEY · Investment advisory (plan)$4,424
SHORE TOMPKINS ACTUARIAL RESOURCES · Contract administrator$875

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

Administrative cost history2
2023$19,402 · 0.44%
2022$6,756 · 0.14%
Similar plansProfessional & Technical Services · Illinois
Viva USA Inc. IL$5.5M · 0.06%
Themathcompany IL$5.3M · 0.14%
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Packback, Inc. IL$5.1M · 0.57%
Citizens Rx, LLC IL$5.0M · 0.01%
Dermacare LLC IL$5.0M · 0.05%
Evive Health, LLC IL$4.9M · 0.71%
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Source: U.S. Department of Labor, Form 5500 series, EIN 364359042 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.