Plan Ledger DOL Form 5500 · updated monthly

SG360401(k)

SG360 SAVINGS PLAN · WHEELING, IL · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

SG360 reported $182,161 in plan administrative expenses for 2024: 0.21% of average plan assets, above the peer median. Employer contributions averaged $1,773 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 0.24% to 0.21%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 615th-largest of 3,702 plans among Illinois employers on file, and the 2,067th of 13,661 in manufacturing. In 2024, employees put in $3.50 for every $1.00 the employer contributed; active participation has shrunk from 853 to 767 since 2022.

Plan summary
Net assets, end of year$88,913,756
Participants with balances1,087
Active participants767
Employer contributions$1,360,244
Employee contributions$4,766,332
Employer contribution per active participant$1,773
Average account balance$81,797
Benefits paid to participants$9,847,459
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$88.9M · 1,087 accts · $1.4M emplr
2023$82.7M · 1,066 accts · $1.9M emplr
2022$73.4M · 995 accts · $2.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$127,121
Investment management$48,887
Total administrative$182,161
The SG360 401(k) match · 2024
Employer contribution per active participant$1,773
Median for plans this size$3,635
2024$1,773 per active participant
2023$2,323 per active participant
2022$2,382 per active participant

SG360'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 · 20243
VOYA RETIREMENT INSURANCE & ANNUITY · Recordkeeping · Investment advisory (participants)$134,147
FIDUCIENT ADVISORS LLC · Recordkeeping · Investment advisory (participants)$33,750
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$15,118

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

Recordkeeper by year2
2024FIDUCIENT ADVISORS LLC, Voya
2023Voya

This plan has changed recordkeepers within these filings. If you left SG360 before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$182,161 · 0.21%
2023$166,849 · 0.21%
2022$190,179 · 0.24%
Same employer
Similar plansManufacturing · Illinois
Ach Food Companies, Inc. IL$96.6M · 0.12%
Voyant Beauty, LLC IL$95.4M · 0.26%
Datex-Ohmeda, Inc. IL$92.1M · 0.07%
Fuchs Lubricants Co. IL$91.8M · 0.02%
Scholle Corporation IL$87.2M · 0.44%
C.E. Niehoff & Co. IL$82.7M · 0.22%
Drl Enterprises, Inc. IL$82.2M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362324752 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.