Plan Ledger DOL Form 5500 · updated monthly

Impartner, Inc.401(k)

IMPARTNER INC. 401(K) PLAN · SOUTH JORDAN, UT · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Impartner, Inc. reported $31,343 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $5,469 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 0.42% to 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 411th-largest of 848 plans among Utah employers on file, and 1,365th of 2,199 in information & media. In 2024, employees put in $1.80 for every $1.00 the employer contributed; active participation has shrunk from 184 to 111 since 2022.

Plan summary
Net assets, end of year$12,239,599
Participants with balances155
Active participants111
Employer contributions$607,101
Employee contributions$1,093,062
Employer contribution per active participant$5,469
Average account balance$78,965
Benefits paid to participants$1,096,145
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.2M · 155 accts · $607K emplr
2023$10.0M · 164 accts · $624K emplr
2022$7.5M · 202 accts · $609K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,220
Investment management$123
Total administrative$31,343
The Impartner, Inc. 401(k) match · 2024
Employer contribution per active participant$5,469
Median for plans this size$2,416
2024$5,469 per active participant
2023$4,050 per active participant
2022$3,310 per active participant

Impartner, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20242
EMPOWER ADVISORY GROUP, LLC · Investment management$123

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$31,343 · 0.28%
2023$9,937 · 0.11%
2022$31,155 · 0.42%
Same employer
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Filevine, Inc. UT$11.1M · 0.45%
Repositrak, Inc. UT$10.1M · 0.24%
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Source: U.S. Department of Labor, Form 5500 series, EIN 473164538 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.