Plan Ledger DOL Form 5500 · updated monthly

Victor C Neumann Association403(b)

VICTOR C NEUMANN ASSOCIATION TAX DEFERRED ANNUITY PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.17%

Victor C Neumann Association reported $4,802 in plan administrative expenses for 2024: 0.17% of average plan assets, lower than ~75% of peers. 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 0.16% to 0.17%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Illinois (3,243rd of 3,702), and 9,327th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$2,905,444
Participants with balances135
Active participants0
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$21,522
Benefits paid to participants$128,204
Plan auditDisclaimer of opinion
AuditorSELDEN FOX, LTD
Plan history3
Yearassets · accounts · employer contribution
2024$2.9M · 135 accts
2023$2.7M · 138 accts
2022$2.4M · 140 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,802
Total administrative$4,802
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 · 20241
VARIABLE ANNUITY LIFE INSURANCE CO · Custodial (securities) · Securities brokerage$4,802

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$4,802 · 0.17%
2023$4,255 · 0.17%
2022$4,242 · 0.16%
Similar plansHealth Care & Social Assistance · Illinois
Cylinder Health, Inc. IL$3.1M · 0.01%
The Admiral at the Lake IL$3.0M · 0.28%
One Home Health Agency IL$2.8M · 0.54%
Good Shepherd Manor, Inc. IL$2.8M · 0.92%
Project Now, Inc. IL$2.8M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362407164 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.