Plan Ledger DOL Form 5500 · updated monthly

Zacks Investment Research, Inc.401(k)

ZACKS INVESTMENT RESEARCH, INC. 401(K) SAVINGS PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.28%

Zacks Investment Research, Inc. reported $96,718 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. 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 0.26% to 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,129th-largest of 3,702 plans among Illinois employers on file, and the 2,027th of 4,798 in finance & insurance.

Plan summary
Net assets, end of year$38,334,967
Participants with balances287
Active participants285
Employer contributions—
Employee contributions$2,326,870
Employer contribution per active participant—
Average account balance$133,571
Benefits paid to participants$1,848,673
Plan auditUnmodified (clean) audit opinion
AuditorBAKER TILLY US, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$38.3M · 287 accts
2023$31.9M · 287 accts
2022$25.1M · 281 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$66,275
Investment management$25,001
Total administrative$96,718
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 · 20242
JOHN HANCOCK LIFE INSURANCE CO USA · Recordkeeping$1,038
NORTHWESTERN MUTUAL · Investment advisory (participants)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 year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$96,718 · 0.28%
2023$76,810 · 0.27%
2022$70,904 · 0.26%
Similar plansFinance & Insurance · Illinois
Cnb Bank Shares, Inc. IL$40.0M · 0.11%
Bankfinancial, NA IL$39.8M · 0.23%
Spins LLC IL$39.4M · 0.56%
Akuna Capital LLC IL$38.3M · 0.36%
Bank of Springfield IL$38.2M · 0.28%
Foresight Financial Group, Inc. IL$36.9M · 0.53%
Pls Financial Services, Inc. IL$35.7M · 0.34%
Blackhawk Bank & Trust IL$35.4M · 0.25%

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Fee benchmarks by plan size

Source: U.S. Department of Labor, Form 5500 series, EIN 363108701 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.