Plan Ledger DOL Form 5500 · updated monthly

Wiedner & McAuliffe, LTD.401(k)

WIEDNER & MCAULIFFE, LTD. 401(K) PROFIT SHARING PLAN & TRUST · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Wiedner & McAuliffe, LTD. reported $84,804 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $5,988 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 0.18% to 0.30%. 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 1,296th-largest of 3,702 plans among Illinois employers on file, and the 4,100th of 11,654 in professional & technical services. In 2024, employees put in $1.34 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$30,683,556
Participants with balances153
Active participants134
Employer contributions$802,381
Employee contributions$1,076,644
Employer contribution per active participant$5,988
Average account balance$200,546
Benefits paid to participants$657,778
Plan auditUnmodified (clean) audit opinion
AuditorALEXANDER & WILLIAMS LLC
Plan history3
Yearassets · accounts · employer contribution
2024$30.7M · 153 accts · $802K emplr
2023$25.6M · 140 accts · $750K emplr
2022$21.3M · 186 accts · $758K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$83,311
Investment management$1,493
Total administrative$84,804
The Wiedner & McAuliffe, LTD. 401(k) match · 2024
Employer contribution per active participant$5,988
Median for plans this size$2,416
2024$5,988 per active participant
2023$5,815 per active participant
2022$5,920 per active participant

Wiedner & McAuliffe, LTD.'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 · 20243
PNC BANK · Recordkeeping · Trustee$45,054
ADP, INC. · Loan processing · Recordkeeping$28,548
ALEXANDER & WILLIAMS LLC · Recordkeeping · Pension consulting$11,200

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP, ALEXANDER & WILLIAMS LLC, PNC BANK
2023ADP, ALEXANDER & WILLIAMS LLC, PNC BANK

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Administrative cost history3
2024$84,804 · 0.30%
2023$52,162 · 0.22%
2022$41,315 · 0.18%
Same employer
Similar plansProfessional & Technical Services · Illinois
Ceg Group, Inc. IL$31.5M · 0.05%
Affinitiv, Inc. IL$31.1M · 0.31%
Ig US Holdings, Inc. IL$31.1M · 0.45%
Wi-Tronix, LLC IL$30.4M · 0.11%
G. H. Smart & Company, LLC IL$29.7M · 0.17%
Ipc International, Inc. IL$29.6M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363102597 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.