Plan Ledger DOL Form 5500 · updated monthly

Themathcompany401(k)

THEMATHCOMPANY 401(K) PLAN · CHICAGO, 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

Themathcompany reported $6,415 in plan administrative expenses for 2024: 0.14% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,705 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 1 year on file its reported administrative ratio rose from 0.13% to 0.14%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Illinois (2,919th of 3,702), and 9,683rd of 11,654 in professional & technical services. In 2024, employees put in $1.83 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,308,289
Participants with balances163
Active participants115
Employer contributions$541,103
Employee contributions$987,854
Employer contribution per active participant$4,705
Average account balance$32,566
Benefits paid to participants$1,013,459
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$5.3M · 163 accts · $541K emplr
2023$4.1M · 164 accts · $695K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,532
Investment management$3,791
Total administrative$6,415
The Themathcompany 401(k) match · 2024
Employer contribution per active participant$4,705
Median for plans this size$1,313
2024$4,705 per active participant
2023$6,495 per active participant

Themathcompany's 2024 employer contribution ran above the $1,313 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 · 20241
GUIDELINE, INC. · Recordkeeping · Consulting$5,751

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

Administrative cost history2
2024$6,415 · 0.14%
2023$4,235 · 0.13%
Same employer
Similar plansProfessional & Technical Services · Illinois
Nijc, Nfp IL$5.8M · 0.07%
H2O Clinical LLC IL$5.6M · 0.05%
Synectics Inc. IL$5.6M · 0.48%
Viva USA Inc. IL$5.5M · 0.06%
The Cara Group, Inc. IL$5.2M · 0.36%
Packback, Inc. IL$5.1M · 0.57%
Citizens Rx, LLC IL$5.0M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 352618445 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.