Plan Ledger DOL Form 5500 · updated monthly

Index Analytics LLC401(k)

INDEX ANALYTICS LLC 401(K) PLAN · BALTIMORE, MD · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Index Analytics LLC reported $1,230 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,436 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 rose from 0.007% to 0.011%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 830th-largest of 1,671 plans among Maryland employers on file, and 6,878th of 11,654 in professional & technical services. In 2024, employees put in $3.27 for every $1.00 the employer contributed; active participation has grown from 150 to 294 since 2022.

Plan summary
Net assets, end of year$13,813,122
Participants with balances263
Active participants294
Employer contributions$716,053
Employee contributions$2,342,166
Employer contribution per active participant$2,436
Average account balance$52,521
Benefits paid to participants$382,095
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO LLP
Plan history3
Yearassets · accounts · employer contribution
2024$13.8M · 263 accts · $716K emplr
2023$8.6M · 209 accts
2022$5.6M · 152 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,230
Total administrative$1,230
The Index Analytics LLC 401(k) match · 2024
Employer contribution per active participant$2,436
Median for plans this size$2,416
2024$2,436 per active participant
2022$10,981 per active participant

Index Analytics LLC's 2024 employer contribution ran above the $2,416 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$1,230

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$1,230 · 0.01%
2023$1,514 · 0.02%
2022$300 · 0.01%
Same employer
Similar plansProfessional & Technical Services · Maryland
Stratus Solutions Inc. MD$14.2M · 0.06%
Planet Depos, LLC MD$13.8M · 0.47%
Allen & Shariff Corporation MD$13.5M · 0.24%
August Schell Enterprises MD$13.3M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 455364115 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.