Plan Ledger DOL Form 5500 · updated monthly

Westridge Management Group. Inc.401(k)

WESTRIDGE MANAGEMENT GROUP EMPLOYEE SAVINGS PLAN & TRUST · DUNDEE, IL · plan year 2022

Reported admin expense ratio · 2022
0.03%

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

Westridge Management Group. Inc. reported $1,804 in plan administrative expenses for 2022: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,549 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Illinois (2,853rd of 3,702), and 1,348th of 2,534 in administrative & support services. In 2022, employees put in $3.65 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,852,907
Participants with balances58
Active participants58
Employer contributions$89,829
Employee contributions$327,541
Employer contribution per active participant$1,549
Average account balance$100,912
Benefits paid to participants$153,819
Plan auditUnmodified (clean) audit opinion
AuditorDOWELL GROUP, LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$176
Investment management$858
Professional / advisory$770
Total administrative$1,804
The Westridge Management Group. Inc. 401(k) match · 2022
Employer contribution per active participant$1,549
Median for plans this size$1,114

Westridge Management Group. Inc.'s 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$1,804 · 0.03%
Similar plansAdministrative & Support Services · Illinois
Ctl Global, Inc. IL$6.7M · 0.31%
Smithereen Company IL$6.6M · 0.37%
Nvn Management, LLC IL$6.3M · 2.13%
Home Experience LLC IL$5.1M · 0.49%
Emergency 24, Inc IL$4.9M · 0.02%
Rhm LLC IL$4.7M · 0.81%

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Source: U.S. Department of Labor, Form 5500 series, EIN 464445945 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.