Plan Ledger DOL Form 5500 · updated monthly

Imagineers, L.L.C401(k)

IMAGINEERS, L.L.C. RETIREMENT SAVINGS PLAN · HARTFORD, CT · plan year 2024

Reported admin expense ratio · 2024
0.92%

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

Imagineers, L.L.C reported $123,902 in plan administrative expenses for 2024: 0.92% of average plan assets, higher than ~90% of peers. Employer contributions averaged $740 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 0.92%. 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 among the smaller plans on file in Connecticut (660th of 1,106), and the 811th of 2,534 in administrative & support services. In 2024, employees put in $5.77 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,963,265
Participants with balances215
Active participants185
Employer contributions$136,905
Employee contributions$789,589
Employer contribution per active participant$740
Average account balance$64,945
Benefits paid to participants$2,070,856
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.0M · 215 accts · $137K emplr
2023$13.1M · 219 accts · $125K emplr
2022$11.4M · 245 accts · $120K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$82,051
Investment management$41,851
Total administrative$123,902
The Imagineers, L.L.C 401(k) match · 2024
Employer contribution per active participant$740
Median for plans this size$2,416
2024$740 per active participant
2023$677 per active participant
2022$633 per active participant

Imagineers, L.L.C'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
JANNEY MONTGOMERY SCOTT LLC · Investment advisory (plan)$29,851
MARCUM, LLP · Accounting / audit$17,767
PASI, LLC · Contract administrator$3,315
EMPOWER ADVISORY GROUP, LLC · Investment management$2,229

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$123,902 · 0.92%
2023$100,307 · 0.82%
2022$24,011 · 0.19%
Similar plansAdministrative & Support Services · Connecticut
Cwpm, LLC CT$22.3M · 0.40%
Cavalry Investments, LLC CT$21.3M · 0.33%
Talivity, Inc CT$20.6M · 0.24%
The Workplace, Inc. CT$19.0M · 0.50%
Basement Systems, Inc. CT$12.8M · 0.81%

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Source: U.S. Department of Labor, Form 5500 series, EIN 060898297 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.