Plan Ledger DOL Form 5500 · updated monthly

The Partner Companies LLC401(k)

THE PARTNER COMPANIES 401(K) PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.68%

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

The Partner Companies LLC reported $186,166 in plan administrative expenses for 2024: 0.68% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,597 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 has held roughly steady near 0.68%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other management of companies employers. By assets it is the 1,317th-largest of 3,702 plans among Illinois employers on file, and the 370th of 786 in management of companies. In 2024, employees put in $1.98 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$29,991,174
Participants with balances571
Active participants546
Employer contributions$1,418,180
Employee contributions$2,809,600
Employer contribution per active participant$2,597
Average account balance$52,524
Benefits paid to participants$2,514,103
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$30.0M · 571 accts · $1.4M emplr
2023$24.6M · 513 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$186,166
Total administrative$186,166
The The Partner Companies LLC 401(k) match · 2024
Employer contribution per active participant$2,597
Median for plans this size$2,416
2024$2,597 per active participant
2023$2,436 per active participant

The Partner Companies LLC's 2024 employer contribution ran above the $2,416 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
TRANSAMERICA FINANCIAL LIFE INS CO · Recordkeeping · Loan processing$146,327
FUTUREPLAN BY ASCENSUS · Recordkeeping · Loan processing$39,178

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

Recordkeeper by year2
2024Ascensus, Transamerica
2023Ascensus, Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$186,166 · 0.68%
2023$147,369 · 0.69%
Same employer
Similar plansManagement of Companies · Illinois
Parkway Bancorp, Inc. IL$31.8M · 0.30%
Edpo, LLC IL$30.4M · 0.39%
Qsrsoft, LLC IL$19.7M · 0.03%
Service Holdings, LLC IL$16.6M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 852379191 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.