Plan Ledger DOL Form 5500 · updated monthly

Idm Companies, LLC401(k)

IDM COMPANIES, LLC 401(K) PROFIT SHARING PLAN TRUST · VANCOUVER, WA · plan year 2024

Reported admin expense ratio · 2024
1.09%

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

Idm Companies, LLC reported $61,255 in plan administrative expenses for 2024: 1.09% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,463 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 1 year on file its reported administrative ratio fell from 1.25% to 1.09%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Washington (1,273rd of 1,714), and 1,398th of 2,096 in real estate & leasing. In 2024, employees put in $2.19 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,257,976
Participants with balances175
Active participants248
Employer contributions$362,818
Employee contributions$795,989
Employer contribution per active participant$1,463
Average account balance$35,760
Benefits paid to participants$770,608
Plan auditUnmodified (clean) audit opinion
AuditorPERKINS & COMPANY, PC
Plan history2
Yearassets · accounts · employer contribution
2024$6.3M · 175 accts · $363K emplr
2023$5.0M · 193 accts · $458K emplr
The Idm Companies, LLC 401(k) match · 2024
Employer contribution per active participant$1,463
Median for plans this size$1,313
2024$1,463 per active participant
2023$2,712 per active participant

Idm Companies, LLC's 2024 employer contribution ran above the $1,313 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 · 20243
EMPOWER ANNUITY INSURANCE COMPANY O · Recordkeeping · Loan processing$42,921
AMERIPRISE FINANCIAL SERVICES · Recordkeeping · Investment advisory (plan)indirect comp
INDEPENDENT RETIREMENT CONSULTING · Contract administrator · Consulting$9,950

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

Recordkeeper by year2
2024AMERIPRISE FINANCIAL SERVICES, Empower
2023AMERIPRISE FINANCIAL SERVICES, Empower

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

Administrative cost history2
2024$61,255 · 1.09%
2023$54,856 · 1.25%
Similar plansReal Estate & Leasing · Washington
Bellwether Housing WA$9.2M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 883973496 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.