Plan Ledger DOL Form 5500 · updated monthly

Immunotek Bio Centers, LLC401(k)

IMMUNOTEK BIO CENTERS, LLC 401(K) SAVINGS PLAN · SOUTHLAKE, TX · plan year 2024

Reported admin expense ratio · 2024
0.96%

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

Immunotek Bio Centers, LLC reported $57,511 in plan administrative expenses for 2024: 0.96% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,601 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 3 years on file its reported administrative ratio rose from 0.72% to 0.86%. 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 Texas (3,675th of 5,688), and 10,342nd of 13,661 in manufacturing. In 2024, employees put in $1.87 for every $1.00 the employer contributed; active participation has grown from 398 to 479 since 2022.

Plan summary
Net assets, end of year$6,669,725
Participants with balances331
Active participants479
Employer contributions$767,079
Employee contributions$1,436,995
Employer contribution per active participant$1,601
Average account balance$20,150
Benefits paid to participants$1,666,470
Plan auditUnmodified (clean) audit opinion
Plan history5
Yearassets · accounts · employer contribution
2026$0 · $83K emplr
2025$6.4M · 217 accts · $525K emplr
2024$6.7M · 331 accts · $767K emplr
2023$5.3M · 463 accts · $726K emplr
2022$3.8M · 307 accts · $351K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,323
Investment management$18,188
Total administrative$57,511
The Immunotek Bio Centers, LLC 401(k) match · 2024
Employer contribution per active participant$1,601
Median for plans this size$1,313
2025$2,232 per active participant
2024$1,601 per active participant
2023$1,127 per active participant
2022$881 per active participant

Immunotek Bio Centers, LLC'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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$39,323
VISIONPOINT ADVISORY GROUP LLC · Investment advisory (plan)$18,188

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history5
2026Not separately reported
2025$56,043 · 0.86%
2024$57,511 · 0.96%
2023$49,115 · 1.08%
2022$27,935 · 0.72%
Same employer
Similar plansManufacturing · Texas
Hyliion, Inc. TX$6.8M · 1.33%
Kureha America, Inc. TX$6.8M · 0.11%
Rebel Athletic, Inc. TX$6.7M · 0.83%
Pure Safety Group, Inc. TX$6.6M · 0.14%
Komico Technology Inc. TX$6.6M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 463136583 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.