Plan Ledger DOL Form 5500 · updated monthly

Information Technology Strategies, LLC401(k)

INFORMATION TECHNOLOGY STRATEGIES, LLC 401(K) PLAN · DULLES, VA · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Information Technology Strategies, LLC reported $9,068 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $3,706 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 1 year on file its reported administrative ratio rose from 0.05% to 0.21%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Virginia (1,836th of 2,266), and 9,803rd of 11,654 in professional & technical services. In 2024, employees put in $2.36 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,003,003
Participants with balances146
Active participants89
Employer contributions$329,840
Employee contributions$778,584
Employer contribution per active participant$3,706
Average account balance$34,267
Benefits paid to participants$175,081
Plan auditUnmodified (clean) audit opinion
AuditorUHY LLP
Plan history2
Yearassets · accounts · employer contribution
2024$5.0M · 146 accts · $330K emplr
2023$3.4M · 148 accts · $299K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,068
Total administrative$9,068
The Information Technology Strategies, LLC 401(k) match · 2024
Employer contribution per active participant$3,706
Median for plans this size$1,313
2024$3,706 per active participant
2023$3,476 per active participant

Information Technology Strategies, LLC's 2024 employer contribution ran above the $1,313 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 · 20241
ADP, INC. · Recordkeeping$4,793

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

Administrative cost history2
2024$9,068 · 0.21%
2023$1,451 · 0.05%
Similar plansProfessional & Technical Services · Virginia
Fedwriters, Inc. VA$5.1M · 0.97%
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Rios Partners, LLC VA$5.0M · 0.49%
Psi International Inc. VA$5.0M · 0.17%
Blue Water Thinking, LLC VA$5.0M · 0.13%
Rigil Corporation VA$4.8M · 0.63%
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Source: U.S. Department of Labor, Form 5500 series, EIN 331019658 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.