Plan Ledger DOL Form 5500 · updated monthly

Twf - Twf Services, LLC401(k)

TWF SERVICES 401(K) RETIREMENT SAVINGS PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.72%

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

Twf - Twf Services, LLC reported $54,507 in plan administrative expenses for 2024: 0.72% of average plan assets, above the peer median. Employer contributions averaged $1,408 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 0.61% to 0.72%. 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 (2,640th of 3,702), and 8,788th of 11,654 in professional & technical services. In 2024, employees put in $1.90 for every $1.00 the employer contributed; active participation has grown from 124 to 192 since 2022.

Plan summary
Net assets, end of year$7,690,261
Participants with balances265
Active participants192
Employer contributions$270,286
Employee contributions$513,164
Employer contribution per active participant$1,408
Average account balance$29,020
Benefits paid to participants$1,478,837
Plan auditUnmodified (clean) audit opinion
AuditorMILLER,COOPER & CO.,LTD
Plan history3
Yearassets · accounts · employer contribution
2024$7.7M · 265 accts · $270K emplr
2023$7.5M · 235 accts · $215K emplr
2022$6.7M · 202 accts · $213K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,381
Investment management$27,126
Total administrative$54,507
The Twf - Twf Services, LLC 401(k) match · 2024
Employer contribution per active participant$1,408
Median for plans this size$1,313
2024$1,408 per active participant
2023$1,143 per active participant
2022$1,718 per active participant

Twf - Twf Services, LLC's 2024 employer contribution ran above 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 · 20242
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$27,380
FOREST CAPITAL MANAGEMENT · Investment advisory (plan)$27,126

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$54,507 · 0.72%
2023$43,500 · 0.62%
2022$43,505 · 0.61%
Same employer
Similar plansProfessional & Technical Services · Illinois
Avvale, Inc. IL$7.8M · 0.18%
Cleverbridge, Inc. IL$7.7M · 0.44%
Powerreviews, Inc. IL$7.7M · 0.67%
Crosscom National, LLC IL$7.6M · 0.64%
North Fork Holdings, Inc. IL$7.6M · 0.35%
Level Ex, Inc. IL$7.6M · 0.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 884223308 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.