Retirement plan

FORT DEARBORN PARTNERS, INC. 401K PLAN

Name: FORT DEARBORN PARTNERS, INC. - FORT DEARBORN PARTNERS, INC. 401K PLAN (2025) Form 5500
Creator: FORT DEARBORN PARTNERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FORT DEARBORN PARTNERS, INC. 401K PLAN, FORT DEARBORN PARTNERS, INC.

FORT DEARBORN PARTNERS, INC.EIN 36-3745996Plan #001PY 2025

190 S. LASALLE STREET, STE. 1650 - CHICAGO, IL 60603312-201-8210fortdearbornpartners.comLinkedIn11-50 employeesmanagement consulting

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$8.9M

+18.4% from 2024

Total participants

+6.3% from 2024

Average account balance

$523,823

+11.4% from 2024

Annual return

16.52%

-0.42 pp from 2024

Benchmarks

See 97,882 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort97,882 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.90M

Not enough data

1 years with asset history on file

Average account balance

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

$524K

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.

154.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$234K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+16.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5806

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 codes2E2F2G2J2T3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$99K

$8972 / participant

Other / not subdivided$99K100.0%

% of EOY assets

1.108%

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

$523,823

$156,398+234.9%

$147,318+255.6%

$138,895+277.1%

Participation rate

100.0%

83.8%+16.2pp

82.1%+17.9pp

79.9%+20.1pp

Annual return

16.52%

78.75%-62.2pp

70.43%-53.9pp

145.39%-128.9pp

Employer contribution / active EE

$7,273

$4,853+49.9%

$4,593+58.3%

$4,194+73.4%

Participant deferral / active EE

$13,986

$8,237+69.8%

$7,906+76.9%

$6,396+118.7%

Admin fee / account holder

$5,806

$14,976-61.2%

$13,708-57.6%

$12,562-53.8%

FORT DEARBORN PARTNERS, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FORT DEARBORN PARTNERS, INC. 401K 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