Plan Ledger DOL Form 5500 · updated monthly

Segal McCambridge Singer & Mahoney, LTD.401(k)

SEGAL MCCAMBRIDGE SINGER & MAHONEY, LTD. 401(K) PROFIT SHARING PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Segal McCambridge Singer & Mahoney, LTD. reported $66,952 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $1,597 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 rose from 0.11% to 0.13%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 856th-largest of 3,702 plans among Illinois employers on file, and the 2,585th of 11,654 in professional & technical services. In 2024, employees put in $4.63 for every $1.00 the employer contributed; active participation has grown from 263 to 359 since 2022.

Plan summary
Net assets, end of year$54,322,484
Participants with balances482
Active participants359
Employer contributions$573,376
Employee contributions$2,654,277
Employer contribution per active participant$1,597
Average account balance$112,702
Benefits paid to participants$6,202,199
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$54.3M · 482 accts · $573K emplr
2023$49.3M · 469 accts · $593K emplr
2022$46.8M · 468 accts · $456K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,592
Total administrative$66,952
The Segal McCambridge Singer & Mahoney, LTD. 401(k) match · 2024
Employer contribution per active participant$1,597
Median for plans this size$3,635
2024$1,597 per active participant
2023$2,254 per active participant
2022$1,736 per active participant

Segal McCambridge Singer & Mahoney, LTD.'s 2024 employer contribution ran below the $3,635 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$5,592

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$66,952 · 0.13%
2023$104,766 · 0.22%
2022$62,129 · 0.11%
Same employer
Similar plansProfessional & Technical Services · Illinois
Greeley and Hansen LLC IL$58.3M · 0.12%
3CLOUD LLC IL$57.4M · 0.11%
V3 Companies, LTD. IL$56.4M · 0.22%
Cassiday Schade LLP IL$55.4M · 0.01%
Legacy Professionals LLP IL$52.9M · 0.12%
Datix USA Inc. IL$52.8M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363419170 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.