Plan Ledger DOL Form 5500 · updated monthly

The Gori Law Firm, PC401(k)

THE GORI LAW FIRM, PC, 401(K) PLAN · EDWARDSVILLE, IL · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

The Gori Law Firm, PC reported $43,287 in plan administrative expenses for 2024: 0.46% of average plan assets, below the peer median. Employer contributions averaged $1,279 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 0.71% to 0.46%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Illinois (2,375th of 3,702), and 7,941st of 11,654 in professional & technical services. In 2024, employees put in $3.32 for every $1.00 the employer contributed; active participation has grown from 162 to 199 since 2022.

Plan summary
Net assets, end of year$10,191,322
Participants with balances150
Active participants199
Employer contributions$254,441
Employee contributions$845,915
Employer contribution per active participant$1,279
Average account balance$67,942
Benefits paid to participants$795,248
Plan auditUnmodified (clean) audit opinion
AuditorWEST & COMPANY, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$10.2M · 150 accts · $254K emplr
2023$8.8M · 157 accts · $235K emplr
2022$6.5M · 162 accts · $251K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,287
Investment management$20,000
Total administrative$43,287
The The Gori Law Firm, PC 401(k) match · 2024
Employer contribution per active participant$1,279
Median for plans this size$1,313
2024$1,279 per active participant
2023$1,263 per active participant
2022$1,552 per active participant

The Gori Law Firm, PC'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
CREATIVE PLANNING LLC · Investment advisory (plan)$20,000

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$43,287 · 0.46%
2023$33,344 · 0.44%
2022$48,072 · 0.71%
Same employer
Similar plansProfessional & Technical Services · Illinois
Antunovich Associates, Inc. IL$10.3M · 0.16%
Zifo Technologies, Inc. IL$10.2M · 0.10%
Demark, Inc. IL$10.1M · 0.29%
Teza Technologies LLC IL$10.0M · 0.11%
Bitwise, Inc. IL$9.8M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 262750016 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.