Plan Ledger DOL Form 5500 · updated monthly

The Anti-Cruelty Society403(b)

THE ANTI-CRUELTY SOCIETY 403(B) PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

The Anti-Cruelty Society reported $15,266 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $2,364 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 0.43% to 0.25%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Illinois (2,731st of 3,702), and 2,029th of 3,341 in other services. In 2024, employees put in $1.61 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,913,792
Participants with balances148
Active participants129
Employer contributions$304,989
Employee contributions$489,838
Employer contribution per active participant$2,364
Average account balance$46,715
Benefits paid to participants$307,929
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.9M · 148 accts · $305K emplr
2023$5.5M · 156 accts · $259K emplr
2022$4.4M · 138 accts · $216K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,266
Total administrative$15,266
Employer contributions to the The Anti-Cruelty Society plan · 2024
Employer contribution per active participant$2,364
Median for plans this size$1,313
2024$2,364 per active participant
2023$1,852 per active participant
2022$1,611 per active participant

The Anti-Cruelty Society's 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PRINCIPAL LIFE INSURANCE COMPNAY · Contract administrator · Loan processing$15,266
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)indirect comp

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$15,266 · 0.25%
2023$23,790 · 0.48%
2022$20,330 · 0.43%
Same employer
Similar plansOther Services · Illinois
Agencyea IL$6.4M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362179814 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.