Plan Ledger DOL Form 5500 · updated monthly

Transwestern Commercial Services LLC401(k)

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

Reported admin expense ratio · 2024
0.11%

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

Transwestern Commercial Services LLC reported $261,136 in plan administrative expenses for 2024: 0.11% of average plan assets, below the peer median. Employer contributions averaged $1,736 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 0.07% to 0.11%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 268th-largest of 3,702 plans among Illinois employers on file, and the 45th of 2,096 in real estate & leasing. In 2024, employees put in $5.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$256,360,867
Participants with balances2,510
Active participants1,760
Employer contributions$3,055,517
Employee contributions$15,988,250
Employer contribution per active participant$1,736
Average account balance$102,136
Benefits paid to participants$27,045,543
Plan auditUnmodified (clean) audit opinion
AuditorMITCHELL & TITUS, LL
Plan history3
Yearassets · accounts · employer contribution
2024$256.4M · 2,510 accts · $3.1M emplr
2023$228.1M · 2,520 accts · $2.8M emplr
2022$185.6M · 2,446 accts · $2.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$147,633
Investment management$50,224
Audit (IQPA)$25,750
Total administrative$261,136
The Transwestern Commercial Services LLC 401(k) match · 2024
Employer contribution per active participant$1,736
Median for plans this size$3,635
2024$1,736 per active participant
2023$1,567 per active participant
2022$1,582 per active participant

Transwestern Commercial Services LLC's 2024 employer contribution ran below the $3,635 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 · 20245
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$147,764
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$50,224
MITCHELL & TITUS, LL · Accounting / audit$25,750
MARCADO ASSET MANAGEMENT, LLC · Consulting$22,000
HAYNES & BOONE, LLP · Consulting$15,529

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$261,136 · 0.11%
2023$118,661 · 0.06%
2022$147,757 · 0.07%
Same employer
Similar plansReal Estate & Leasing · Illinois
Encore Group (USA), LLC IL$453.2M · 0.19%
Equity Residential IL$326.5M · 0.04%
Wheels, LLC IL$269.5M · 0.14%
Jmb Realty Corporation IL$244.9M · 0.02%
Avison Young (USA) Inc. IL$136.7M · 0.17%
The Inland Group, LLC IL$108.5M · 0.18%
National Equity Fund Inc. IL$91.6M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364232023 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.