Plan Ledger DOL Form 5500 · updated monthly

Sheehan Nagle Hartray Architects401(k)

SHEEHAN NAGLE HARTRAY ARCHITECTS PROFIT SHARING 401(K) PLAN · CHICAGO, IL · plan year 2022

Reported admin expense ratio · 2022
0.02%

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

Sheehan Nagle Hartray Architects reported $2,795 in plan administrative expenses for 2022: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,006 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 0.02% to 0.04%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Illinois (2,199th of 3,702), and 7,303rd of 11,654 in professional & technical services. In 2022, employees put in $2.94 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,296,099
Participants with balances137
Active participants104
Employer contributions$312,644
Employee contributions$917,775
Employer contribution per active participant$3,006
Average account balance$89,753
Benefits paid to participants$177,230
Plan auditUnmodified (clean) audit opinion
AuditorFGMK, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$9.8M · 156 accts · $319K emplr
2022$12.3M · 137 accts · $313K emplr
Administrative expenses, itemized · 2022
Professional / advisory$2,795
Total administrative$2,795
The Sheehan Nagle Hartray Architects 401(k) match · 2022
Employer contribution per active participant$3,006
Median for plans this size$2,266
2023$2,747 per active participant
2022$3,006 per active participant

Sheehan Nagle Hartray Architects's 2022 employer contribution ran above the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024Not separately reported
2023$4,518 · 0.04%
2022$2,795 · 0.02%
Similar plansProfessional & Technical Services · Illinois
Schafer Condon Carter, Inc. IL$12.8M · 0.31%
Curion, LLC IL$12.6M · 0.76%
Cgn and Associates, Inc. IL$12.5M · 0.03%
8TH Light Holdings, Inc. IL$12.3M · 0.31%
Tiz, Inc IL$12.1M · 0.20%
Datassential, Inc. IL$12.1M · 0.71%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201771629 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.