Plan Ledger DOL Form 5500 · updated monthly

Imagine Believe Realize LLC401(k)

IMAGINE BELIEVE REALIZE LLC 401(K) PROFIT SHARING PLAN AND TRUST · ROCKLEDGE, FL · plan year 2024

Reported admin expense ratio · 2024
0.49%

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

Imagine Believe Realize LLC reported $56,369 in plan administrative expenses for 2024: 0.49% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,649 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 rose from 0.38% to 0.49%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 1,392nd-largest of 3,644 plans among Florida employers on file, and 1,241st of 2,199 in information & media. In 2024, employees put in $2.37 for every $1.00 the employer contributed; active participation has grown from 127 to 259 since 2022.

Plan summary
Net assets, end of year$14,545,983
Participants with balances245
Active participants259
Employer contributions$945,124
Employee contributions$2,238,656
Employer contribution per active participant$3,649
Average account balance$59,371
Benefits paid to participants$434,353
Plan auditUnmodified (clean) audit opinion
AuditorMCDIRMIT DAVIS LLC
Plan history3
Yearassets · accounts · employer contribution
2024$14.5M · 245 accts · $945K emplr
2023$8.7M · 170 accts · $654K emplr
2022$5.5M · 127 accts · $353K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,487
Investment management$30,882
Total administrative$56,369
The Imagine Believe Realize LLC 401(k) match · 2024
Employer contribution per active participant$3,649
Median for plans this size$2,416
2024$3,649 per active participant
2023$4,086 per active participant
2022$2,782 per active participant

Imagine Believe Realize LLC's 2024 employer contribution ran above the $2,416 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
DELTA CAPITAL MANAGEMENT LLC · Investment advisory (plan)$30,275
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$25,487
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$607

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$56,369 · 0.49%
2023$26,867 · 0.38%
2022$20,615 · 0.38%
Same employer
Similar plansInformation & Media · Florida
Tara Group, LLC FL$15.8M · 0.41%
Blue Stream Communications FL$15.5M · 0.60%
Central Dynamics LLC FL$14.7M · 0.30%
Red Violet, Inc. FL$14.1M · 0.02%
Mad Mobile, Inc. FL$12.9M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 260295155 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.