Plan Ledger DOL Form 5500 · updated monthly

Imanage LLC401(k)

IMANAGE LLC 401(K) PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Imanage LLC reported $208,963 in plan administrative expenses for 2024: 0.26% of average plan assets, higher than ~75% of peers. Employer contributions averaged $5,362 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 0.31% to 0.26%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other information & media employers. By assets it is the 611th-largest of 3,702 plans among Illinois employers on file, and the 339th of 2,199 in information & media. In 2024, employees put in $2.48 for every $1.00 the employer contributed; active participation has grown from 559 to 630 since 2022.

Plan summary
Net assets, end of year$90,287,835
Participants with balances712
Active participants630
Employer contributions$3,377,883
Employee contributions$8,385,203
Employer contribution per active participant$5,362
Average account balance$126,809
Benefits paid to participants$2,448,720
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$90.3M · 712 accts · $3.4M emplr
2023$69.0M · 661 accts · $3.0M emplr
2022$48.8M · 611 accts · $2.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$204,312
Total administrative$208,963
The Imanage LLC 401(k) match · 2024
Employer contribution per active participant$5,362
Median for plans this size$3,635
2024$5,362 per active participant
2023$5,112 per active participant
2022$4,962 per active participant

Imanage LLC's 2024 employer contribution ran above the $3,635 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$203,759
CREATIVE PLANNING, INC. · Investment advisory (plan)indirect comp
CREATIVE PLANNING, LLC · 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 history3
2024$208,963 · 0.26%
2023$189,666 · 0.32%
2022$152,333 · 0.31%
Same employer
Similar plansInformation & Media · Illinois
International Code Council IL$119.8M · 0.19%
Careerbuilder, LLC IL$106.9M · 0.19%
Origami Risk LLC IL$100.2M · 0.13%
Wolfram Research, Inc. IL$82.4M · 0.04%
Sphera Solutions, Inc. IL$65.6M · 0.09%
Tyndale House Ministries IL$62.9M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 473565084 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.