Retirement plan

CHICAGO BENEFIT CONSULTANTS, 401(K)/PROFIT SHARING PLAN

Name: CHICAGO BENEFIT CONSULTANTS, - CHICAGO BENEFIT CONSULTANTS, 401(K)/PROFIT SHARING PLAN (2025) Form 5500
Creator: CHICAGO BENEFIT CONSULTANTS,
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHICAGO BENEFIT CONSULTANTS, 401(K)/PROFIT SHARING PLAN, CHICAGO BENEFIT CONSULTANTS,

CHICAGO BENEFIT CONSULTANTS,EIN 20-8199367Plan #001PY 2025

1236 BRACE ROAD, UNIT E - CHERRY HILL, NJ 08034856-795-7777

Prospect flagsHigh feesHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$6.5M

+19.1% from 2024

Total participants

+14.3% from 2024

Average account balance

$461,073

+19.1% from 2024

Annual return

14.59%

+1.17 pp from 2024

Benchmarks

See 26,581 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort26,581 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$6.46M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$461K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

127.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$249K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.59%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$714

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E3D2G2J2F2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$10K

$909 / participant

Other / not subdivided$10K100.0%

% of EOY assets

0.155%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$461,073

$196,972+134.1%

$182,262+153.0%

$198,609+132.2%

Participation rate

81.8%

85.7%-3.9pp

84.2%-2.4pp

82.4%-0.6pp

Annual return

14.59%

158.27%-143.7pp

140.60%-126.0pp

202.70%-188.1pp

Employer contribution / active EE

$9,505

$5,364+77.2%

$5,046+88.4%

$5,055+88.0%

Participant deferral / active EE

$13,175

$8,643+52.4%

$8,276+59.2%

$6,977+88.8%

Admin fee / account holder

$714

$18,429-96.1%

$16,712-95.7%

$19,030-96.2%

CHICAGO BENEFIT CONSULTANTS, 401(K)/PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHICAGO BENEFIT CONSULTANTS, 401(K)/PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion