Plan Ledger DOL Form 5500 · updated monthly

Wilber & Associates PC401(k)

THE WILBER GROUP 401(K) RETIREMENT PLAN · NORMAL, IL · plan year 2025

Reported admin expense ratio · 2025
0.41%

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

Wilber & Associates PC reported $52,013 in plan administrative expenses for 2025: 0.41% of average plan assets, above the peer median. Employer contributions averaged $2,398 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 3 years on file its reported administrative ratio fell from 0.70% to 0.41%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Illinois (2,088th of 3,702), and 3,620th of 4,798 in finance & insurance. In 2025, employees put in $2.11 for every $1.00 the employer contributed; active participation has grown from 109 to 221 since 2022.

Plan summary
Net assets, end of year$13,780,059
Participants with balances189
Active participants221
Employer contributions$529,980
Employee contributions$1,117,898
Employer contribution per active participant$2,398
Average account balance$72,910
Benefits paid to participants$1,296,831
Plan auditUnmodified (clean) audit opinion
AuditorSTRIEGEL KNOBLOCH & COMPANY, LLC
Plan history4
Yearassets · accounts · employer contribution
2025$13.8M · 189 accts · $530K emplr
2024$11.9M · 163 accts · $483K emplr
2023$8.9M · 133 accts · $371K emplr
2022$6.6M · 117 accts · $274K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$52,013
Total administrative$52,013
The Wilber & Associates PC 401(k) match · 2025
Employer contribution per active participant$2,398
Median for plans this size$2,666
2025$2,398 per active participant
2024$2,762 per active participant
2023$2,559 per active participant
2022$2,516 per active participant

Wilber & Associates PC's 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20256
QUORUM CONSULTING GROUP · Recordkeeping$12,875
ASCENSUS, LLC · Recordkeeping$10,591
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$27,046
LPL FINANCIAL · Investment advisory (plan)$26,806
STRIEGEL KNOBLOCH · Accounting / audit$10,250
LPL FINANCIAL LLC - RPCP · Investment advisory (plan)indirect comp

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

Recordkeeper by year3
2025Ascensus, QUORUM CONSULTING GROUP
2024Ascensus
2023Ascensus, BENEFIT PLANNING CONSULTANTS

This plan has changed recordkeepers within these filings. If you left Wilber & Associates PC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$52,013 · 0.41%
2024$46,774 · 0.45%
2023$45,088 · 0.58%
2022$49,567 · 0.70%
Same employer
Similar plansFinance & Insurance · Illinois
Flanagan State Bank IL$14.7M · 0.33%
Abbott Laboratories Ees C/U IL$14.2M · 0.31%
Binah Management Services IL$13.5M · 0.17%
Paylink Payment Plans, LLC IL$13.5M · 0.00%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 421628021 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.