Plan Ledger DOL Form 5500 · updated monthly

Tri-County Opportunities Council403(b)

403(B) THRIFT PLAN FOR TRI-COUNTY OPPORTUNITIES COUNCIL · ROCK FALLS, IL · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Tri-County Opportunities Council reported $1,300 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,006 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 fell from 0.021% to 0.020%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Illinois (2,735th of 3,702), and 2,033rd of 3,341 in other services. In 2024, employees put in $1.27 for every $1.00 the employer contributed; active participation has grown from 138 to 167 since 2022.

Plan summary
Net assets, end of year$6,879,478
Participants with balances186
Active participants167
Employer contributions$167,994
Employee contributions$213,728
Employer contribution per active participant$1,006
Average account balance$36,986
Benefits paid to participants$558,967
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.9M · 186 accts · $168K emplr
2023$6.3M · 193 accts · $169K emplr
2022$5.4M · 199 accts · $171K emplr
Employer contributions to the Tri-County Opportunities Council plan · 2024
Employer contribution per active participant$1,006
Median for plans this size$1,313
2024$1,006 per active participant
2023$1,017 per active participant
2022$1,242 per active participant

Tri-County Opportunities Council's 2024 employer contribution ran below the $1,313 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.

Service providers · 20243
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$1,120
FRANKLIN TEMPLETON DISTRIBUTORS$180
RELIASTAR LIFE INSURANCE COMPANYindirect comp

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$1,300 · 0.02%
2023$945 · 0.02%
2022$1,183 · 0.02%
Same employer
Similar plansOther Services · Illinois
The Anti-Cruelty Society IL$6.9M · 0.25%
Agencyea IL$6.4M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362559180 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.