Plan Ledger DOL Form 5500 · updated monthly

Weil Foot & Ankle Management LLC401(k)

WEIL FOOT & ANKLE MANAGEMENT LLC 401(K) PLAN · MT. PROSPECT, IL · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Weil Foot & Ankle Management LLC reported $36,405 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $2,148 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 0.24% to 0.26%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Illinois (2,063rd of 3,702), and the 4,676th of 11,911 in health care & social assistance. In 2024, employees put in $1.96 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,085,811
Participants with balances331
Active participants274
Employer contributions$588,583
Employee contributions$1,154,987
Employer contribution per active participant$2,148
Average account balance$42,555
Benefits paid to participants$3,122,441
Plan auditUnmodified (clean) audit opinion
AuditorFGMK, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$14.1M · 331 accts · $589K emplr
2023$13.6M · 379 accts · $537K emplr
2022$11.3M · 460 accts · $634K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,307
Investment management$1,098
Total administrative$36,405
The Weil Foot & Ankle Management LLC 401(k) match · 2024
Employer contribution per active participant$2,148
Median for plans this size$2,416
2024$2,148 per active participant
2023$2,064 per active participant
2022$2,170 per active participant

Weil Foot & Ankle Management LLC's 2024 employer contribution ran below 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
FIDELITY INVESTMENTS · Loan processing$35,307
STRATEGIC ADVISORS · Investment advisory (plan)$1,098

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$36,405 · 0.26%
2023$31,747 · 0.26%
2022$27,973 · 0.24%
Similar plansHealth Care & Social Assistance · Illinois
Derick Dermatology, PLLC IL$14.1M · 0.38%
Aperion Care, Inc. IL$13.8M · 1.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 834093416 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.