Plan Ledger DOL Form 5500 · updated monthly

The Federated Group, Inc.401(k)

THE FEDERATED GROUP, INC. 401(K) PROFIT SHARING PLAN · ARLINGTON HEIGHTS, IL · plan year 2023

Reported admin expense ratio · 2023
0.22%

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

The Federated Group, Inc. reported $23,970 in plan administrative expenses for 2023: 0.22% of average plan assets, below the peer median. Employer contributions averaged $577 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 1 year on file its reported administrative ratio rose from 0.21% to 0.22%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Illinois (2,308th of 3,702), and 2,793rd of 4,246 in wholesale trade. In 2023, employees put in $7.49 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,982,561
Participants with balances82
Active participants92
Employer contributions$53,100
Employee contributions$397,506
Employer contribution per active participant$577
Average account balance$133,934
Benefits paid to participants$1,946,368
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$11.0M · 82 accts · $53K emplr
2022$10.8M · 89 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$1,000
Investment management$21,042
Total administrative$23,970
The The Federated Group, Inc. 401(k) match · 2023
Employer contribution per active participant$577
Median for plans this size$2,440

The Federated Group, Inc.'s 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
ROTHSCHILD INVESTMENT CORPORATION · Investment advisory (plan)$21,042
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$1,000

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

Administrative cost history2
2023$23,970 · 0.22%
2022$25,519 · 0.21%
Similar plansWholesale Trade · Illinois
Bill Doran LLC IL$10.8M · 0.64%
Woolf Holdings, LLC IL$10.8M · 0.69%
Ls Building Products IL$10.8M · 0.79%
Premier Cooperative, Inc. IL$10.6M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362039374 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.