Plan Ledger DOL Form 5500 · updated monthly

Spm Marketing & Communications, LLC401(k)

SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN · LA GRANGE, IL · plan year 2023

Reported admin expense ratio · 2023
0.02%

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

Spm Marketing & Communications, LLC reported $2,229 in plan administrative expenses for 2023: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,715 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Illinois (2,141st of 3,702), and 7,093rd of 11,654 in professional & technical services. In 2023, employees put in $4.18 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,012,844
Participants with balances269
Active participants190
Employer contributions$325,831
Employee contributions$1,361,838
Employer contribution per active participant$1,715
Average account balance$48,375
Benefits paid to participants$2,332,103
Plan auditUnmodified (clean) audit opinion
AuditorLBMC, PC
Plan history2
Yearassets · accounts · employer contribution
2024$0 · $617K emplr
2023$13.0M · 269 accts · $326K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$2,229
Total administrative$2,229
The Spm Marketing & Communications, LLC 401(k) match · 2023
Employer contribution per active participant$1,715
Median for plans this size$2,440

Spm Marketing & Communications, LLC's 2023 employer contribution ran below the $2,440 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 · 20232
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$2,229
MORGAN STANLEY SMITH BARNEYindirect comp

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

Administrative cost history2
2024Not separately reported
2023$2,229 · 0.02%
Similar plansProfessional & Technical Services · Illinois
Vibes Media, LLC IL$13.3M · 0.30%
555 International Inc. IL$13.1M · 0.46%
D'Escoto, Inc. IL$13.1M · 0.52%
Revenue Well Systems, LLC IL$13.0M · 0.49%
Walker Sands, LLC IL$13.0M · 0.32%
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%

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Source: U.S. Department of Labor, Form 5500 series, EIN 824877385 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.