Plan Ledger DOL Form 5500 · updated monthly

The Inland Group, LLC401(k)

THE INLAND GROUP, LLC SAVINGS PLAN · OAK BROOK, IL · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

The Inland Group, LLC reported $188,861 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. Employer contributions averaged $1,715 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 0.21% to 0.18%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 524th-largest of 3,702 plans among Illinois employers on file, and the 116th of 2,096 in real estate & leasing. In 2024, employees put in $3.14 for every $1.00 the employer contributed; active participation has grown from 872 to 1,208 since 2022.

Plan summary
Net assets, end of year$108,469,471
Participants with balances1,357
Active participants1,208
Employer contributions$2,071,714
Employee contributions$6,514,078
Employer contribution per active participant$1,715
Average account balance$79,933
Benefits paid to participants$11,091,234
Plan auditUnmodified (clean) audit opinion
AuditorFORVIS
Plan history3
Yearassets · accounts · employer contribution
2024$108.5M · 1,357 accts · $2.1M emplr
2023$96.7M · 1,063 accts · $2.0M emplr
2022$79.4M · 1,035 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,581
Investment management$133,511
Audit (IQPA)$26,769
Total administrative$188,861
The The Inland Group, LLC 401(k) match · 2024
Employer contribution per active participant$1,715
Median for plans this size$3,635
2024$1,715 per active participant
2023$1,865 per active participant
2022$1,820 per active participant

The Inland Group, LLC's 2024 employer contribution ran below the $3,635 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 · 20244
MESIROW FINANCIAL INVESTMENT MANAGE · Investment management$116,998
CREATIVE PLANNING HOLDCO LLC DBA CR · Investment advisory (plan)$34,400
FORVIS LLP · Accounting / audit$26,769

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$188,861 · 0.18%
2023$181,388 · 0.21%
2022$182,048 · 0.21%
Same employer
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Wheels, LLC IL$269.5M · 0.14%
Jmb Realty Corporation IL$244.9M · 0.02%
Avison Young (USA) Inc. IL$136.7M · 0.17%
National Equity Fund Inc. IL$91.6M · 0.15%
Heitman LLC IL$90.9M · 0.29%
Ventas, Inc. IL$90.4M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363189393 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.