Plan Ledger DOL Form 5500 · updated monthly

The Sedona Group, LTD.401(k)

THE SEDONA GROUP RETIREMENT PLAN · MOLINE, IL · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

The Sedona Group, LTD. reported $73,742 in plan administrative expenses for 2024: 0.45% of average plan assets, above the peer median. Employer contributions averaged $2,294 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 3 years on file its reported administrative ratio has held roughly steady near 0.452%. 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 1,851st-largest of 3,702 plans among Illinois employers on file, and 6,078th of 11,654 in professional & technical services. In 2024, employees put in $2.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,222,883
Participants with balances229
Active participants228
Employer contributions$522,953
Employee contributions$1,083,065
Employer contribution per active participant$2,294
Average account balance$75,209
Benefits paid to participants$2,001,418
Plan auditUnmodified (clean) audit opinion
AuditorANDERSON, LOWER, WHITLOW, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$17.2M · 229 accts · $523K emplr
2023$15.4M · 243 accts · $560K emplr
2022$12.3M · 240 accts · $544K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$73,742
Total administrative$73,742
The The Sedona Group, LTD. 401(k) match · 2024
Employer contribution per active participant$2,294
Median for plans this size$2,416
2024$2,294 per active participant
2023$2,536 per active participant
2022$2,601 per active participant

The Sedona Group, LTD.'s 2024 employer contribution ran below 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.

Administrative cost history3
2024$73,742 · 0.45%
2023$61,469 · 0.44%
2022$58,732 · 0.45%
Same employer
Similar plansProfessional & Technical Services · Illinois
Johnson Service Group, Inc. IL$17.6M · 0.05%
Fuji America Corporation IL$17.5M · 0.47%
Mediafly, Inc. IL$16.5M · 0.02%
Lauterbach & Amen, LLP IL$15.8M · 0.04%
Rl Canning Inc. IL$15.6M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 832397719 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.