Plan Ledger DOL Form 5500 · updated monthly

The Countertop Factory Midwest401(k)

THE COUNTERTOP FACTORY MIDWEST 401(K) PLAN · ADDISON, IL · plan year 2022

Reported admin expense ratio · 2022
0.34%

The Countertop Factory Midwest reported $3,891 in plan administrative expenses for 2022: 0.34% of average plan assets, below the peer median. 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 30,021 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Illinois (3,479th of 3,702), and 5,093rd of 5,337 in construction.

Plan summary
Net assets, end of year$1,083,885
Participants with balances64
Active participants118
Employer contributions—
Employee contributions$180,284
Employer contribution per active participant—
Average account balance$16,936
Benefits paid to participants$71,937
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,299
Investment management$999
Professional / advisory$1,593
Total administrative$3,891
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$3,891 · 0.34%
Similar plansConstruction · Illinois
Upland Concrete, Inc. IL$2.3M · 0.58%
Tsr Concrete Coatings LLC IL$1.3M · 0.10%
Curry Construction, Inc. IL$593K · 0.10%
Macon Gc, LLC IL$226K · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202985897 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.