Plan Ledger DOL Form 5500 · updated monthly

Thunderbird, LLC401(k)

THUNDERBIRD, LLC 401(K) PLAN · OAK BROOK, IL · plan year 2024

Reported admin expense ratio · 2024
0.68%

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

Thunderbird, LLC reported $92,668 in plan administrative expenses for 2024: 0.68% of average plan assets, higher than ~90% of peers. Employer contributions averaged $895 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 0.68%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Illinois (2,041st of 3,702), and 7,259th of 13,661 in manufacturing. In 2024, employees put in $2.82 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,410,939
Participants with balances647
Active participants682
Employer contributions$610,235
Employee contributions$1,719,112
Employer contribution per active participant$895
Average account balance$22,273
Benefits paid to participants$2,313,969
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$14.4M · 647 accts · $610K emplr
2023$12.7M · 592 accts · $584K emplr
2022$10.4M · 683 accts · $546K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,854
Investment management$42,814
Total administrative$92,668
The Thunderbird, LLC 401(k) match · 2024
Employer contribution per active participant$895
Median for plans this size$2,416
2024$895 per active participant
2023$1,049 per active participant
2022$863 per active participant

Thunderbird, LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$49,854
CAPFINANCIAL PARTNERS LLC · Investment advisory (plan)$42,814

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

Administrative cost history3
2024$92,668 · 0.68%
2023$85,903 · 0.74%
2022$78,493 · 0.71%
Same employer
Similar plansManufacturing · Illinois
Surewerx USA Inc. IL$14.6M · 0.25%
Creative Werks LLC IL$14.5M · 0.39%
Enercon Engineering, Inc. IL$14.5M · 0.10%
E80 Group Inc IL$14.4M · 0.03%
Rensa Filtration, Inc. IL$14.2M · 0.71%
Hubergroup USA, Inc. IL$14.1M · 0.53%
Nevco Sports, LLC IL$14.1M · 0.04%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 364289910 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.