Plan Ledger DOL Form 5500 · updated monthly

The Roderick Group, Inc.401(k)

ARDMORE RODERICK 401(K) PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.80%

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

The Roderick Group, Inc. reported $148,382 in plan administrative expenses for 2024: 0.80% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,445 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 0.73% to 0.80%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,658th-largest of 3,702 plans among Illinois employers on file, and the 5,412th of 11,654 in professional & technical services. In 2024, employees put in $3.99 for every $1.00 the employer contributed; active participation has grown from 241 to 291 since 2022.

Plan summary
Net assets, end of year$20,813,587
Participants with balances421
Active participants291
Employer contributions$711,526
Employee contributions$2,839,842
Employer contribution per active participant$2,445
Average account balance$49,438
Benefits paid to participants$1,534,238
Plan auditUnmodified (clean) audit opinion
AuditorFGMK
Plan history3
Yearassets · accounts · employer contribution
2024$20.8M · 421 accts · $712K emplr
2023$16.3M · 392 accts · $1.1M emplr
2022$11.3M · 347 accts · $608K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,565
Investment management$130,817
Total administrative$148,382
The The Roderick Group, Inc. 401(k) match · 2024
Employer contribution per active participant$2,445
Median for plans this size$2,416
2024$2,445 per active participant
2023$3,676 per active participant
2022$2,521 per active participant

The Roderick Group, Inc.'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
ASCENSUS LLC · Loan processing · Recordkeeping$17,564
LEXUS WEALTH MANAGEMENT · Investment advisory (plan)$130,817

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
2023Ascensus

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

Administrative cost history3
2024$148,382 · 0.80%
2023$101,061 · 0.73%
2022$82,704 · 0.73%
Same employer
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Accertify, Inc. IL$21.2M · 0.09%
Edgar a. Weber & Company IL$21.1M · 1.16%
Serrala US Corporation IL$20.9M · 0.25%
Mowery & Schoenfeld, LLC IL$20.5M · 0.27%
Cleo Communications, Inc. IL$20.5M · 0.29%
Viking Cloud, Inc. IL$20.3M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203036399 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.