Plan Ledger DOL Form 5500 · updated monthly

University Club of Chicago401(k)

UNIVERSITY CLUB OF CHICAGO 401(K) SAVINGS PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

University Club of Chicago reported $31,374 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $2,747 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 0.17% to 0.23%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Illinois (2,009th of 3,702), and the 526th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.44 for every $1.00 the employer contributed; active participation has grown from 127 to 188 since 2022.

Plan summary
Net assets, end of year$14,759,638
Participants with balances230
Active participants188
Employer contributions$516,406
Employee contributions$742,189
Employer contribution per active participant$2,747
Average account balance$64,172
Benefits paid to participants$1,899,102
Plan auditUnmodified (clean) audit opinion
AuditorSELDEN FOX, LTD
Plan history3
Yearassets · accounts · employer contribution
2024$14.8M · 230 accts · $516K emplr
2023$12.1M · 211 accts · $425K emplr
2022$9.2M · 171 accts · $103K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,864
Investment management$15,510
Total administrative$31,374
The University Club of Chicago 401(k) match · 2024
Employer contribution per active participant$2,747
Median for plans this size$2,416
2024$2,747 per active participant
2023$2,005 per active participant
2022$813 per active participant

University Club of Chicago's 2024 employer contribution ran above the $2,416 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
EMBREE FINANCIAL GROUP · Investment advisory (plan)$15,510

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$31,374 · 0.23%
2023$29,230 · 0.27%
2022$16,557 · 0.17%
Same employer
Similar plansArts, Entertainment & Recreation · Illinois
Intersport Inc IL$18.1M · 0.32%
Lyric Opera of Chicago IL$14.5M · 0.15%
Lnproduction, Inc. IL$11.4M · 0.36%
Museum of Contemporary Art IL$10.1M · 0.65%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 361901470 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.