Plan Ledger DOL Form 5500 · updated monthly

Improving Corporate Services, LLC401(k)

IMPROVING 401(K) PLAN · PLANO, TX · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Improving Corporate Services, LLC reported $97,432 in plan administrative expenses for 2024: 0.11% of average plan assets, below the peer median. Employer contributions averaged $2,816 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 0.26% to 0.11%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 673rd-largest of 5,688 plans among Texas employers on file, and the 1,571st of 11,654 in professional & technical services. In 2024, employees put in $4.45 for every $1.00 the employer contributed; active participation has shrunk from 762 to 527 since 2022.

Plan summary
Net assets, end of year$96,192,089
Participants with balances866
Active participants527
Employer contributions$1,484,128
Employee contributions$6,605,041
Employer contribution per active participant$2,816
Average account balance$111,076
Benefits paid to participants$9,391,657
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$96.2M · 866 accts · $1.5M emplr
2023$84.8M · 894 accts · $3.0M emplr
2022$71.3M · 994 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$77,380
Investment management$12,667
Total administrative$97,432
The Improving Corporate Services, LLC 401(k) match · 2024
Employer contribution per active participant$2,816
Median for plans this size$3,635
2024$2,816 per active participant
2023$5,647 per active participant
2022$1,574 per active participant

Improving Corporate Services, LLC's 2024 employer contribution ran below 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 · 20246
COTA STREET INVESTMENT MANAGEMENT · Investment management$12,667
DEFINITI LLC$7,375

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$97,432 · 0.11%
2023$108,570 · 0.14%
2022$144,596 · 0.26%
Same employer
Similar plansProfessional & Technical Services · Texas
Dccm, LLC TX$99.1M · 0.21%
Bazaarvoice, Inc. TX$98.6M · 0.03%
Bonterra, LLC TX$98.2M · 0.18%
Altus Group U.S., Inc. TX$96.8M · 0.18%
QUIDDITY-1, Inc. TX$89.6M · 0.04%
Gearbox Software LLC TX$84.1M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 853771438 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.