Plan Ledger DOL Form 5500 · updated monthly

The International Association of Lions Clubs401(k)

THE INTERNATIONAL ASSOCIATION OF LIONS CLUBS 401(K) SAVINGS PLAN · OAK BROOK, IL · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

The International Association of Lions Clubs reported $65,498 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. Employer contributions averaged $4,259 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 rose from 0.12% to 0.14%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 908th-largest of 3,702 plans among Illinois employers on file, and the 425th of 3,341 in other services. In 2024, employees put in $1.64 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$50,504,575
Participants with balances461
Active participants332
Employer contributions$1,414,146
Employee contributions$2,319,416
Employer contribution per active participant$4,259
Average account balance$109,554
Benefits paid to participants$4,250,791
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$50.5M · 461 accts · $1.4M emplr
2023$44.7M · 443 accts · $1.3M emplr
2022$36.8M · 433 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$65,498
Total administrative$65,498
The The International Association of Lions Clubs 401(k) match · 2024
Employer contribution per active participant$4,259
Median for plans this size$2,416
2024$4,259 per active participant
2023$4,155 per active participant
2022$4,023 per active participant

The International Association of Lions Clubs's 2024 employer contribution ran above the $2,416 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
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$65,498
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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Administrative cost history3
2024$65,498 · 0.14%
2023$53,555 · 0.13%
2022$49,480 · 0.12%
Same employer
Similar plansOther Services · Illinois
Planet Equity Group, LLC IL$53.3M · 0.49%
American Lung Association IL$49.8M · 0.19%
Syndigo LLC IL$49.6M · 0.38%
Hydro, Inc. IL$49.0M · 0.34%
The Morton Arboretum IL$43.3M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 361263962 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.