Plan Ledger DOL Form 5500 · updated monthly

Ywca Metropolitan Chicago401(k)

YWCA METROPOLITAN CHICAGO 401(K) PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
2.11%

Ywca Metropolitan Chicago reported $50,056 in plan administrative expenses for 2024: 2.11% of average plan assets, higher than ~90% of peers. 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 1.53% to 2.11%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Illinois (3,312th of 3,702), and 9,737th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$2,372,813
Participants with balances228
Active participants244
Employer contributions—
Employee contributions$563,502
Employer contribution per active participant—
Average account balance$10,407
Benefits paid to participants$778,133
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.4M · 228 accts
2023$2.4M · 411 accts
2022$1.6M · 388 accts · $157K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$50,056
Total administrative$50,056
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 · 20244
NORTH AMERICAN KTRADE ALLIANCE, LLC · Recordkeeping · Loan processing$23,247
CENTRIC WEALTH MANAGEMENT, LLC · Investment advisory (plan)$14,878
RETIREMENT SOLUTIONS ADVISORS, LLC · Contract administrator$12,015
MID-ATLANTIC TRUST COMPANY · Custodial · Trusteeindirect comp

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

Recordkeeper by year2
2024NORTH AMERICAN KTRADE ALLIANCE, LLC
2023NORTH AMERICAN KTRADE ALLIANCE, LLC

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$50,056 · 2.11%
2023$24,037 · 1.23%
2022$16,778 · 1.53%
Same employer
Similar plansHealth Care & Social Assistance · Illinois
Fairview Haven, Inc. IL$2.4M · 0.61%
Early Autism Services LLC IL$2.4M · 0.97%
Warren Achievement Center IL$2.2M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362179765 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.