Plan Ledger DOL Form 5500 · updated monthly

Information Technology Coalition, Inc.401(k)

IT COALITION 401(K) PLAN - US EMPLOYEES · FAIRFAX, VA · plan year 2024

Reported admin expense ratio · 2024
0.58%

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

Information Technology Coalition, Inc. reported $162,583 in plan administrative expenses for 2024: 0.58% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,034 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 1.15% to 0.58%. 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 735th-largest of 2,266 plans among Virginia employers on file, and the 4,138th of 11,654 in professional & technical services. In 2024, employees put in $2.19 for every $1.00 the employer contributed; active participation has shrunk from 2,132 to 967 since 2022.

Plan summary
Net assets, end of year$30,359,736
Participants with balances1,188
Active participants967
Employer contributions$1,967,298
Employee contributions$4,312,173
Employer contribution per active participant$2,034
Average account balance$25,555
Benefits paid to participants$6,255,835
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$30.4M · 1,188 accts · $2.0M emplr
2023$25.4M · 1,353 accts · $3.4M emplr
2022$17.5M · 1,279 accts · $873K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$96,657
Investment management$65,926
Total administrative$162,583
The Information Technology Coalition, Inc. 401(k) match · 2024
Employer contribution per active participant$2,034
Median for plans this size$2,416
2024$2,034 per active participant
2023$2,298 per active participant
2022$409 per active participant

Information Technology Coalition, Inc.'s 2024 employer contribution ran below 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 · 20242
JOHN HANCOCK RETIREMENT PLAN SVC · Recordkeeping$96,657
KESTRA ADVISORY SERVICES, LLC · Investment advisory (plan)$65,926

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$162,583 · 0.58%
2023$150,114 · 0.70%
2022$197,441 · 1.15%
Same employer
Similar plansProfessional & Technical Services · Virginia
Buchanan & Edwards, Inc. VA$30.5M · 0.44%
Tekla Research, Inc. VA$30.4M · 0.42%
Cexec, Inc. VA$30.4M · 0.20%
Cis Secure Computing, Inc. VA$30.1M · 0.37%
P E Systems, Inc. VA$30.1M · 0.52%
Alexandria Insights, Inc. VA$29.9M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205581516 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.