Plan Ledger DOL Form 5500 · updated monthly

Data Intensity LLC401(k)

DATA INTENSITY LLC 401(K) PROFIT SHARING PLAN AND TRUST · COVINGTON, KY · plan year 2024

Reported admin expense ratio · 2024
0.13%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Data Intensity LLC reported $11,493 in plan administrative expenses for 2024: 0.13% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,556 per active participant. 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 fell from 1.07% to 0.13%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Kentucky (479th of 871), and 8,063rd of 11,654 in professional & technical services. In 2024, employees put in $4.36 for every $1.00 the employer contributed; active participation has shrunk from 91 to 71 since 2022.

Plan summary
Net assets, end of year$9,767,017
Participants with balances104
Active participants71
Employer contributions$181,445
Employee contributions$790,258
Employer contribution per active participant$2,556
Average account balance$93,914
Benefits paid to participants$1,039,579
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.8M · 104 accts · $181K emplr
2023$8.2M · 106 accts · $170K emplr
2022$7.8M · 134 accts · $171K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,493
Total administrative$11,493
The Data Intensity LLC 401(k) match · 2024
Employer contribution per active participant$2,556
Median for plans this size$1,313
2024$2,556 per active participant
2023$2,239 per active participant
2022$1,883 per active participant

Data Intensity LLC's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$11,343
AMERIPRISE FINANCIAL SERVICES INC · Other servicesindirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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

Administrative cost history3
2024$11,493 · 0.13%
2023$68,105 · 0.85%
2022$97,133 · 1.07%
Similar plansProfessional & Technical Services · Kentucky
Hughes & Coleman PLLC KY$10.5M · 0.52%
Justice Av Solutions KY$10.1M · 0.45%
Lloyd & McDaniel PLLC KY$9.6M · 0.85%
Ovare Group Inc. KY$9.1M · 0.67%
Netgain Technologies, LLC KY$8.6M · 0.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043567891 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.