Plan Ledger DOL Form 5500 · updated monthly

T.A.S.C. Inc.403(b)

T.A.S.C. INC EMPLOYEE RETIREMENT PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.89%

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

T.A.S.C. Inc. reported $66,524 in plan administrative expenses for 2024: 0.89% of average plan assets, higher than ~75% of peers. Employer contributions averaged $913 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 rose from 0.54% to 0.89%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Illinois (2,601st of 3,702), and 6,425th of 11,911 in health care & social assistance. In 2024, employees put in $2.66 for every $1.00 the employer contributed; active participation has grown from 266 to 322 since 2022.

Plan summary
Net assets, end of year$8,057,309
Participants with balances373
Active participants322
Employer contributions$294,081
Employee contributions$783,462
Employer contribution per active participant$913
Average account balance$21,601
Benefits paid to participants$713,746
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.1M · 373 accts · $294K emplr
2023$6.9M · 302 accts · $1.2M emplr
2022$5.2M · 289 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,497
Investment management$20,599
Total administrative$66,524
Employer contributions to the T.A.S.C. Inc. plan · 2024
Employer contribution per active participant$913
Median for plans this size$1,313
2024$913 per active participant
2023$4,301 per active participant

T.A.S.C. Inc.'s 2024 employer contribution ran below the $1,313 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
ASCENSUS LLC · Loan processing · Recordkeeping$44,498
CLIFTONLARSONALLEN WEALTH ADVISORS · Investment advisory (plan)$17,166

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$66,524 · 0.89%
2023$50,122 · 0.83%
2022$30,116 · 0.54%
Same employer
Similar plansHealth Care & Social Assistance · Illinois
Insight Chicago IL$8.1M · 0.20%
Plymouth Place, Inc. IL$8.1M · 0.18%
Eden Senior Care LLC IL$8.1M · 0.70%
Service, Inc. of Illinois IL$8.0M · 0.09%
Youth Guidance IL$7.9M · 1.33%
Family Focus IL$7.9M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362870923 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.