Plan Ledger DOL Form 5500 · updated monthly

Utilitra LLC401(k)

FMS 401(K) PROFIT SHARING PLAN AND TRUST · EDWARDSVILLE, IL · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Utilitra LLC reported $116,473 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $4,385 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 0.43% to 0.36%. 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 1,178th-largest of 3,702 plans among Illinois employers on file, and the 3,644th of 11,654 in professional & technical services. In 2024, employees put in $1.64 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$35,457,667
Participants with balances362
Active participants350
Employer contributions$1,534,685
Employee contributions$2,509,769
Employer contribution per active participant$4,385
Average account balance$97,949
Benefits paid to participants$2,040,927
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$35.5M · 362 accts · $1.5M emplr
2023$29.0M · 346 accts · $1.4M emplr
2022$22.8M · 320 accts · $1.3M emplr
The Utilitra LLC 401(k) match · 2024
Employer contribution per active participant$4,385
Median for plans this size$2,416
2024$4,385 per active participant
2023$4,187 per active participant
2022$3,862 per active participant

Utilitra LLC'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 · 20244
CARSON ALLARIA WEALTH MANAGEMENT · Investment advisory (plan)$61,589
EMPOWER ADVISORY GROUP, LLC · Investment management$19,839
BENEFIT PLANS PLUS, LLC · Contract administratorindirect comp

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$116,473 · 0.36%
2023$112,215 · 0.43%
2022$101,083 · 0.43%
Same employer
Similar plansProfessional & Technical Services · Illinois
Manhard Consulting, LTD. IL$36.0M · 0.38%
Clark Dietz, Inc. IL$36.0M · 0.24%
Spri LTD. IL$35.5M · 0.27%
Hero Digital, LLC IL$34.7M · 0.41%
Redmane Technology, LLC IL$34.7M · 0.13%
Fgm Architects Inc. IL$34.5M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 371381653 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.