Plan Ledger DOL Form 5500 · updated monthly

Spri LTD.401(k)

SPRI LTD. 401(K) PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Spri LTD. reported $88,133 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $2,148 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 0.33% to 0.27%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,176th-largest of 3,702 plans among Illinois employers on file, and the 3,638th of 11,654 in professional & technical services. In 2024, employees put in $5.90 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$35,507,140
Participants with balances219
Active participants154
Employer contributions$330,777
Employee contributions$1,950,476
Employer contribution per active participant$2,148
Average account balance$162,133
Benefits paid to participants$1,706,611
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$35.5M · 219 accts · $331K emplr
2023$30.7M · 235 accts · $373K emplr
2022$25.4M · 250 accts · $409K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,816
Investment management$68,330
Audit (IQPA)$4,988
Total administrative$88,133
The Spri LTD. 401(k) match · 2024
Employer contribution per active participant$2,148
Median for plans this size$2,416
2024$2,148 per active participant
2023$2,807 per active participant
2022$2,729 per active participant

Spri LTD.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$68,330
FIDELITY WORKPLACE SERVICES, LLC · Plan administrator · Trustee (discretionary)$15,257

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$88,133 · 0.27%
2023$93,490 · 0.33%
2022$95,710 · 0.33%
Similar plansProfessional & Technical Services · Illinois
Topbloc, LLC IL$36.5M · 0.34%
Manhard Consulting, LTD. IL$36.0M · 0.38%
Clark Dietz, Inc. IL$36.0M · 0.24%
Utilitra LLC IL$35.5M · 0.36%
Hero Digital, LLC IL$34.7M · 0.41%
Redmane Technology, LLC IL$34.7M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364478949 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.