Plan Ledger DOL Form 5500 · updated monthly

Iea, Inc.401(k)

IEA, INC. 401(K) RETIREMENT SAVINGS PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.51%

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

Iea, Inc. reported $50,494 in plan administrative expenses for 2024: 0.51% of average plan assets, below the peer median. Employer contributions averaged $2,427 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.

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 (2,929th of 5,688), and 7,707th of 11,654 in professional & technical services. In 2024, employees put in $2.75 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,962,823
Participants with balances167
Active participants153
Employer contributions$371,268
Employee contributions$1,021,480
Employer contribution per active participant$2,427
Average account balance$65,646
Benefits paid to participants$649,332
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$50,494
Total administrative$50,494
The Iea, Inc. 401(k) match · 2024
Employer contribution per active participant$2,427
Median for plans this size$1,313

Iea, Inc.'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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$50,494
WELLS FARGO CLEARING SERVICES LLC · Investment advisory (plan)indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)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 history1
2024$50,494 · 0.51%
Same employer
Similar plansProfessional & Technical Services · Texas
Eddyfi Corp TX$11.1M · 0.68%
Archpoint, LLC TX$11.0M · 0.77%

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Source: U.S. Department of Labor, Form 5500 series, EIN 711039366 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.