Plan Ledger DOL Form 5500 · updated monthly

Imagine One Technology & Management, LTD.401(k)

IMAGINE ONE, LTD. 401(K) & PROFIT SHARING PLAN · LEXINGTON PARK, MD · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

Imagine One Technology & Management, LTD. reported $94,706 in plan administrative expenses for 2024: 0.40% of average plan assets, above the peer median. Employer contributions averaged $57 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 fell from 0.44% to 0.40%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 559th-largest of 1,671 plans among Maryland employers on file, and the 519th of 2,534 in administrative & support services. In 2024, employees put in $147.88 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$24,707,623
Participants with balances406
Active participants276
Employer contributions$15,716
Employee contributions$2,324,149
Employer contribution per active participant$57
Average account balance$60,856
Benefits paid to participants$2,833,877
Plan auditUnmodified (clean) audit opinion
AuditorCLA
Plan history3
Yearassets · accounts · employer contribution
2024$24.7M · 406 accts · $16K emplr
2023$22.1M · 393 accts · $400K emplr
2022$18.2M · 401 accts · $414K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$41,992
Investment management$25,000
Audit (IQPA)$27,714
Total administrative$94,706
The Imagine One Technology & Management, LTD. 401(k) match · 2024
Employer contribution per active participant$57
Median for plans this size$2,416
2024$57 per active participant
2023$1,604 per active participant
2022$1,581 per active participant

Imagine One Technology & Management, LTD.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20245
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$41,992
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$18,750
CLIFTON LARSON ALLEN LLP · Accounting / audit$17,325
BDO · Accounting / audit$10,389
WELLTH ADVISORY SERVICES LLC · Investment advisory (plan)$6,250

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$94,706 · 0.40%
2023$74,828 · 0.37%
2022$86,957 · 0.44%
All plans at this employer2
IMAGINE ONE, LTD. 401(K) & PROFIT SHARING PLAN401(k)
IMAGINE ONE TECHNOLOGY & MANAGEMENT, LTD. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP
Same employer
Similar plansAdministrative & Support Services · Maryland
Ruppert Landscape LLC MD$47.0M · 0.52%
Aretum, LLC MD$35.0M · 0.34%
Red Coats, Inc. MD$27.5M · 0.37%
Brivo, Inc. MD$20.0M · 0.17%
Tech USA, LLC MD$18.3M · 0.01%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 522105248 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.