Plan Ledger DOL Form 5500 · updated monthly

Shield T3401(k)

SHIELD T3, LLC 401(K) PROFIT SHARING PLAN & TRUST · URBANA, IL · plan year 2022

Reported admin expense ratio · 2022
0.59%

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

Shield T3 reported $7,806 in plan administrative expenses for 2022: 0.59% of average plan assets, above the peer median. Employer contributions averaged $7,671 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 0.59% to 1.07%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Illinois (3,391st of 3,702), and 10,977th of 11,654 in professional & technical services. In 2022, employees put in $1.53 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,719,053
Participants with balances169
Active participants67
Employer contributions$513,966
Employee contributions$786,870
Employer contribution per active participant$7,671
Average account balance$10,172
Benefits paid to participants$290,443
Plan auditQualified audit opinion
AuditorDCG ASSURANCE, LLC
Plan history2
Yearassets · accounts · employer contribution
2023$1.3M · 60 accts · $244K emplr
2022$1.7M · 169 accts · $514K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$4,906
Total administrative$7,806
The Shield T3 401(k) match · 2022
Employer contribution per active participant$7,671
Median for plans this size$1,114

Shield T3's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$16,191 · 1.07%
2022$7,806 · 0.59%
Similar plansProfessional & Technical Services · Illinois
Axiscades, Inc. IL$1.9M · 0.04%
Aspire Systems, Inc. IL$1.9M · 0.48%
Closet Works LLC IL$1.8M · 0.94%
Beary Landscaping, Inc. IL$1.7M · 1.11%
360 Management Company IL$1.7M · 1.29%
Mu Sigma Inc. IL$1.7M · 0.89%
Mbi Staffing, Inc. IL$1.6M · 1.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 852984029 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.