Plan Ledger DOL Form 5500 · updated monthly

Immi Holdings, Inc401(k)

IMMI HOLDINGS, INC. 401(K) PLAN · WESTFIELD, IN · plan year 2024

Reported admin expense ratio · 2024
0.18%

Immi Holdings, Inc reported $129,918 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. 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 3 years on file its reported administrative ratio has held roughly steady near 0.18%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 192nd-largest of 1,562 plans among Indiana employers on file, and the 2,320th of 13,661 in manufacturing. active participation has grown from 583 to 706 since 2022.

Plan summary
Net assets, end of year$76,056,745
Participants with balances832
Active participants706
Employer contributions—
Employee contributions$3,760,469
Employer contribution per active participant—
Average account balance$91,414
Benefits paid to participants$5,976,779
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$76.1M · 832 accts
2023$67.5M · 722 accts · $5K emplr
2022$59.5M · 729 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$129,918
Total administrative$129,918
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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$129,918
LPL FINANCIAL LLC - RPCP · Investment advisory (plan)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$129,918 · 0.18%
2023$134,271 · 0.21%
2022$124,546 · 0.19%
Same employer
Similar plansManufacturing · Indiana
Accuride Corporation IN$77.9M · 0.17%
Draper, Inc. IN$77.5M · 0.09%
Best Chairs, Inc. IN$76.9M · 0.17%
Vera Bradley Designs, Inc. IN$76.6M · 0.32%
Wb Frozen US, LLC IN$72.6M · 0.26%
Fgf LLC IN$72.6M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351065251 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.