Plan Ledger DOL Form 5500 · updated monthly

I.M. Systems Group, Inc.401(k)

I.M. SYSTEMS GROUP 401(K) PLAN · ROCKVILLE, MD · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

I.M. Systems Group, Inc. reported $158,924 in plan administrative expenses for 2024: 0.31% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,641 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 3 years on file its reported administrative ratio has held roughly steady near 0.31%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 307th-largest of 1,671 plans among Maryland employers on file, and the 2,657th of 11,654 in professional & technical services. In 2024, employees put in $4.06 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$52,558,831
Participants with balances339
Active participants60
Employer contributions$218,486
Employee contributions$886,662
Employer contribution per active participant$3,641
Average account balance$155,041
Benefits paid to participants$5,207,820
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO LLP
Plan history3
Yearassets · accounts · employer contribution
2024$52.6M · 339 accts · $218K emplr
2023$49.0M · 363 accts · $245K emplr
2022$44.6M · 384 accts · $641K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$105,496
Trustee / custodial$53,428
Total administrative$158,924
The I.M. Systems Group, Inc. 401(k) match · 2024
Employer contribution per active participant$3,641
Median for plans this size$3,635
2024$3,641 per active participant
2023$3,767 per active participant
2022$10,177 per active participant

I.M. Systems Group, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size. 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 · 20242
EPIC RETIREMENT PLAN SERVICES · Recordkeeping · Participant communication$106,253
MORNINGSTAR INVESTMENT MANAGEMENT · Investment advisory (plan)$53,428

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

Recordkeeper by year2
2024EPIC RPS
2023EPIC RPS

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

Administrative cost history3
2024$158,924 · 0.31%
2023$145,691 · 0.31%
2022$164,555 · 0.32%
Similar plansProfessional & Technical Services · Maryland
Pharmaron, Inc. MD$57.7M · 0.33%
Dcca MD$56.0M · 0.00%
Bolton Partners, Inc. MD$55.2M · 0.02%
Child Trends, Inc. MD$50.9M · 0.13%
Hord Coplan Macht, Inc. MD$50.8M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521520658 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.