Plan Ledger DOL Form 5500 · updated monthly

Tressler LLP401(k)

TRESSLER LLP 401(K) RETIREMENT PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Tressler LLP reported $111,135 in plan administrative expenses for 2024: 0.29% of average plan assets, above the peer median. Employer contributions averaged $5,253 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 0.29%. 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 1,134th-largest of 3,702 plans among Illinois employers on file, and the 3,437th of 11,654 in professional & technical services. In 2024, employees put in $2.02 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$38,107,216
Participants with balances254
Active participants129
Employer contributions$677,666
Employee contributions$1,368,761
Employer contribution per active participant$5,253
Average account balance$150,028
Benefits paid to participants$6,059,578
Plan auditUnmodified (clean) audit opinion
AuditorFGMK, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$38.1M · 254 accts · $678K emplr
2023$37.6M · 255 accts · $203K emplr
2022$33.0M · 237 accts · $187K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$46,191
Investment management$64,944
Total administrative$111,135
The Tressler LLP 401(k) match · 2024
Employer contribution per active participant$5,253
Median for plans this size$2,416
2024$5,253 per active participant
2023$1,453 per active participant
2022$1,437 per active participant

Tressler LLP's 2024 employer contribution ran above the $2,416 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 · 20243
WINTRUST INVESTMENTS LLC · Investment advisory (plan)$44,834
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$20,110

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$111,135 · 0.29%
2023$101,686 · 0.29%
2022$102,626 · 0.28%
Same employer
Similar plansProfessional & Technical Services · Illinois
Q-Centrix LLC IL$38.7M · 0.31%
Wight & Company IL$38.6M · 0.24%
Levenfeld Pearlstein, LLC IL$38.5M · 0.05%
Klingner & Associates, P.C. IL$38.5M · 0.18%
Scheffel & Company, P.C. IL$38.0M · 0.04%
Civiltech Engineering, Inc. IL$37.9M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363447958 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.