Plan Ledger DOL Form 5500 · updated monthly

Wolverine Trading, LLC401(k)

WOLVERINE EMPLOYEE SAVINGS & RETIREMENT PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Wolverine Trading, LLC reported $4,006 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,900 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 0.002% to 0.002%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 363rd-largest of 3,702 plans among Illinois employers on file, and the 626th of 4,798 in finance & insurance. In 2024, employees put in $3.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$180,979,366
Participants with balances529
Active participants395
Employer contributions$2,725,526
Employee contributions$8,908,450
Employer contribution per active participant$6,900
Average account balance$342,116
Benefits paid to participants$5,127,750
Plan auditUnmodified (clean) audit opinion
AuditorWEISS & COMPANY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$181.0M · 529 accts · $2.7M emplr
2023$147.9M · 518 accts · $3.5M emplr
2022$116.3M · 487 accts · $3.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,006
Total administrative$4,006
The Wolverine Trading, LLC 401(k) match · 2024
Employer contribution per active participant$6,900
Median for plans this size$3,635
2024$6,900 per active participant
2023$8,595 per active participant
2022$9,650 per active participant

Wolverine Trading, LLC's 2024 employer contribution ran above the $3,635 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$6,896

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$4,006 · 0.00%
2023$2,811 · 0.00%
2022$2,312 · 0.00%
Same employer
Similar plansFinance & Insurance · Illinois
Hightower Holding, LLC IL$206.7M · 0.01%
Golub Capital LLC IL$193.4M · 0.04%
Antares Capital LP IL$175.5M · 0.00%
Bdt Capital Partners, LLC IL$168.7M · 0.03%
The Chartis Group, LLC IL$158.5M · 0.07%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 352185803 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.