Plan Ledger DOL Form 5500 · updated monthly

United Service Companies Holdings II, LLC401(k)

UNITED SERVICE COMPANIES 401(K) PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.64%

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

United Service Companies Holdings II, LLC reported $55,866 in plan administrative expenses for 2024: 0.64% of average plan assets, above the peer median. Employer contributions averaged $40 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 0.71% to 0.64%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Illinois (2,432nd of 3,702), and the 1,036th of 2,534 in administrative & support services. In 2024, employees put in $2.68 for every $1.00 the employer contributed; active participation has grown from 1,777 to 8,185 since 2022.

Plan summary
Net assets, end of year$9,484,910
Participants with balances741
Active participants8,185
Employer contributions$331,398
Employee contributions$887,758
Employer contribution per active participant$40
Average account balance$12,800
Benefits paid to participants$482,980
Plan auditUnmodified (clean) audit opinion
AuditorWARREN AVERETT, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$9.5M · 741 accts · $331K emplr
2023$7.9M · 772 accts · $148K emplr
2022$6.9M · 807 accts · $487K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,569
Investment management$36,297
Total administrative$55,866
The United Service Companies Holdings II, LLC 401(k) match · 2024
Employer contribution per active participant$40
Median for plans this size$1,313
2024$40 per active participant
2023$20 per active participant
2022$274 per active participant

United Service Companies Holdings II, LLC's 2024 employer contribution ran below the $1,313 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 · 20244
ALLIANCE PENSION CONSULTANTS, LLC · Recordkeeping$19,568
CERITY PARTNERS LLC$36,296
CHARLES SCHWAB TRUST BANK · Custodial (securities)indirect comp
CHARLES SCHWAB & CO., INC. · Custodial (securities)indirect 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
2024ALLIANCE PENSION CONSULTANTS, LLC
2023ALLIANCE PENSION CONSULTANTS, LLC

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Administrative cost history3
2024$55,866 · 0.64%
2023$47,073 · 0.64%
2022$59,670 · 0.71%
Similar plansAdministrative & Support Services · Illinois
Medspeed, LLC IL$11.9M · 0.94%
Cimco Resources, Inc. IL$11.1M · 0.02%
Employ Source, Inc IL$10.4M · 0.60%
J.J. & H., LTD. IL$9.3M · 0.89%
Staffing Plus, Inc IL$9.1M · 0.75%
Swoon Group, LLC IL$8.8M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 453952463 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.