Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Alfred Benesch
Alfred Benesch 401(k)
- Professional, scientific, and technical services
- Chicago, IL
- EIN 36-2407363
- 1 plan with Schedule H financials
- Plan year 2024
- Alfred Benesch & Co
- filed as Alfred Benesch & Company
Administrative expenses excluding investment management, per participant · Employees Profit Sharing 401(k) Plan of Alfred Benesch & Company · plan year 2024
$219.51
Higher than 96% of the 2,324 plans $250M to 1B that report it.
Source
= $343,089 / 1,563
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015150642NAL0006718064001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015150642NAL0006718064001, received 2025-10-15
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-15.
Cost and contributions
Administrative expenses per participant
$309.27
Higher than 96% of the 2,405 plans $250M to 1B that report it.
Source
= $483,389 / 1,563
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015150642NAL0006718064001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015150642NAL0006718064001, received 2025-10-15
Administrative expenses as a share of assets
0.144%
Higher than 82% of the 2,407 plans $250M to 1B that report it.
Source
= $483,389 / $336,316,711
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015150642NAL0006718064001, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015150642NAL0006718064001, received 2025-10-15
Employer contributions per participant
$7,837
Higher than 88% of the 2,457 plans $250M to 1B that report it.
Source
= $12,249,857 / 1,563
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015150642NAL0006718064001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015150642NAL0006718064001, received 2025-10-15
Employer share of total contributions
46.5%
Higher than 87% of the 2,459 plans $250M to 1B that report it.
Source
= $12,249,857 / $26,336,926
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015150642NAL0006718064001, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015150642NAL0006718064001, received 2025-10-15
Plan terms, as stated in Alfred Benesch & Co's SEC filings
Plan terms are not published in public filings.
Plan features
2A age/service-weighted · 2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251015150642NAL0006718064001, received 2025-10-15
Full record, Employees Profit Sharing 401(k) Plan of Alfred Benesch & Company
| Field | Value | Source |
|---|---|---|
| Plan sponsor | ALFRED BENESCH & COMPANY | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251015150642NAL0006718064001, received 2025-10-15 |
| Plan name | EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251015150642NAL0006718064001, received 2025-10-15 |
| Sponsor EIN / plan number | 36-2407363 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251015150642NAL0006718064001, received 2025-10-15 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251015150642NAL0006718064001, received 2025-10-15 |
| Sponsor location | CHICAGO, IL | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251015150642NAL0006718064001, received 2025-10-15 |
| Industry (business code) | 541330, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251015150642NAL0006718064001, received 2025-10-15 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251015150642NAL0006718064001, received 2025-10-15 |
| Filing received | 2025-10-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251015150642NAL0006718064001, received 2025-10-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251015150642NAL0006718064001, received 2025-10-15 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251015150642NAL0006718064001, received 2025-10-15 |
| Participants, beginning of year | 1,350 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251015150642NAL0006718064001, received 2025-10-15 |
| Active participants | 1,060 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251015150642NAL0006718064001, received 2025-10-15 |
| Participants, end of year | 1,563 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251015150642NAL0006718064001, received 2025-10-15 |
| Participants with an account balance | 1,563 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015150642NAL0006718064001, received 2025-10-15 |
| Total assets, beginning of year | $277,325,085 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251015150642NAL0006718064001, received 2025-10-15 |
| Total assets, end of year | $336,316,711 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015150642NAL0006718064001, received 2025-10-15 |
| Net assets, end of year | $336,316,711 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251015150642NAL0006718064001, received 2025-10-15 |
| Total income | $71,038,386 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251015150642NAL0006718064001, received 2025-10-15 |
| Net income | $58,991,626 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251015150642NAL0006718064001, received 2025-10-15 |
| Employer contributions | $12,249,857 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015150642NAL0006718064001, received 2025-10-15 |
| Participant contributions | $11,491,005 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251015150642NAL0006718064001, received 2025-10-15 |
| Other contributions (incl. rollovers) | $2,596,064 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251015150642NAL0006718064001, received 2025-10-15 |
| Total contributions | $26,336,926 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015150642NAL0006718064001, received 2025-10-15 |
| Benefit payments | $11,563,371 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251015150642NAL0006718064001, received 2025-10-15 |
| Total expenses (incl. benefit payments) | $12,046,760 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251015150642NAL0006718064001, received 2025-10-15 |
| Total administrative expenses | $483,389 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015150642NAL0006718064001, received 2025-10-15 |
| Contract administrator fees | $279,712 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251015150642NAL0006718064001, received 2025-10-15 |
| Investment advisory and management fees | $140,300 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251015150642NAL0006718064001, received 2025-10-15 |
| Administrative expenses excluding investment management | $343,089 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015150642NAL0006718064001, received 2025-10-15 |
| Independent auditor | MATHIESON MOYSKI AUSTIN & CO. LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251015150642NAL0006718064001, received 2025-10-15 |
Position = column in the DOL layout for form year 2024. Filing 20251015150642NAL0006718064001, received 2025-10-15.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | SERVICE PROVIDER | 26 Investment advisory (participants) | $78,494 | no |
| ROTHSCHILD INVESTEMENT CORP | SERVICE PROVIDER | 99 Other fees | $42,500 | no |
| MMA | AUDITOR | 99 Other fees | $16,900 | no |
| ERISA INC | THIRD PARTY ADMINISTRATO | 49 Other services | not reported | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251015150642NAL0006718064001, received 2025-10-15.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $277,325,085 | $336,316,711 | 21.3% |
| Participants with a balance | 1,350 | 1,563 | 15.8% |
| Administrative expenses | $357,920 | $483,389 | 35.1% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $10,655,890 | $12,249,857 | 15.0% |
Prior filing 20241015112404NAL0014478819001, received 2024-10-15; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: ALFRED BENESCH & COMPANY; SEC registrant: Alfred Benesch & Co (CIK 1580634, matched by EIN).