Plan Ledger DOL Form 5500 · updated monthly

Ideal Impact, Inc.401(k)

IDEAL IMPACT, INC 401(K) PLAN · GRAPEVINE, TX · plan year 2024

Reported admin expense ratio · 2024
0.05%

Ideal Impact, Inc. reported $1,960 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. 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 0.06% to 0.05%. 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 Texas (4,261st of 5,688), and 10,112th of 11,654 in professional & technical services. active participation has grown from 107 to 136 since 2022.

Plan summary
Net assets, end of year$4,144,129
Participants with balances175
Active participants136
Employer contributions—
Employee contributions$453,379
Employer contribution per active participant—
Average account balance$23,681
Benefits paid to participants$443,808
Plan auditUnmodified (clean) audit opinion
AuditorJLKROSENBERGER
Plan history3
Yearassets · accounts · employer contribution
2024$4.1M · 175 accts
2023$3.6M · 163 accts
2022$2.9M · 173 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,960
Total administrative$1,960
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 · 20241
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$1,980

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$1,960 · 0.05%
2023$5,335 · 0.17%
2022$1,728 · 0.06%
Similar plansProfessional & Technical Services · Texas
Acumera, Inc. TX$4.1M · 0.82%
Highlevel Inc. TX$4.1M · 0.15%
Landpoint, LLC TX$4.1M · 0.53%
Orum Inc. TX$4.1M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 264313362 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.