Plan Ledger DOL Form 5500 · updated monthly

Imagineering Enterprises, Inc.401(k)

IMAGINEERING FINISHING TECHNOLOGIES EMPLOYEES RETIREMENT PLAN · SOUTH BEND, IN · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Imagineering Enterprises, Inc. reported $21,814 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $1,411 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 0.19% to 0.24%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Indiana (924th of 1,562), and 9,146th of 13,661 in manufacturing. In 2024, employees put in $2.21 for every $1.00 the employer contributed; active participation has grown from 143 to 179 since 2022.

Plan summary
Net assets, end of year$9,189,072
Participants with balances116
Active participants179
Employer contributions$252,636
Employee contributions$558,017
Employer contribution per active participant$1,411
Average account balance$79,216
Benefits paid to participants$1,430,476
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.2M · 116 accts · $253K emplr
2023$8.9M · 118 accts · $213K emplr
2022$8.0M · 119 accts · $205K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,814
Total administrative$21,814
The Imagineering Enterprises, Inc. 401(k) match · 2024
Employer contribution per active participant$1,411
Median for plans this size$1,313
2024$1,411 per active participant
2023$1,244 per active participant
2022$1,436 per active participant

Imagineering Enterprises, Inc.'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
VOYA RETIREMENT ADVISORS · Investment advisory (participants)$8,172
VOYA RETIREMENT INSURANCE & ANNUITY · Investment managementindirect comp
OHIO NATIONAL INSURANCE AGENCY INCindirect comp

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$21,814 · 0.24%
2023$15,525 · 0.18%
2022$16,502 · 0.19%
Same employer
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Intech Trailers Inc. IN$9.3M · 0.03%
Richmond Baking Company IN$9.3M · 0.05%
Georg Utz IN$9.1M · 0.26%
Nanshan America Aat, LLC IN$9.1M · 0.14%
Exo-S US, LLC IN$9.0M · 0.35%
Techniks Holding, LLC IN$8.9M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 381655157 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.