Plan Ledger DOL Form 5500 · updated monthly

The Admiral at the Lake401(k)

THE ADMIRAL AT THE LAKE 403(B) PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

The Admiral at the Lake reported $8,396 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $328 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 $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 (3,232nd of 3,702), and 9,291st of 11,911 in health care & social assistance. In 2024, employees put in $2.93 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,968,588
Participants with balances240
Active participants202
Employer contributions$66,197
Employee contributions$194,031
Employer contribution per active participant$328
Average account balance$12,369
Benefits paid to participants$244,947
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,568
Investment management$2,828
Total administrative$8,396
The The Admiral at the Lake 401(k) match · 2024
Employer contribution per active participant$328
Median for plans this size$1,313

The Admiral at the Lake's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
MMA SECURITIES LLC · Investment advisory (plan)$2,828

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

Administrative cost history1
2024$8,396 · 0.28%
Same employer
Similar plansHealth Care & Social Assistance · Illinois
The Lee Manor IL$3.1M · 0.56%
Cylinder Health, Inc. IL$3.1M · 0.01%
One Home Health Agency IL$2.8M · 0.54%
Good Shepherd Manor, Inc. IL$2.8M · 0.92%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362171730 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.