Plan Ledger DOL Form 5500 · updated monthly

Innovation Tech Investors, LLC401(k)

INTERFACE SECURITY SYSTEMS HOLDING, INC. SAVINGS AND INVESTMENT PLAN · EARTH CITY, MO · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

Innovation Tech Investors, LLC reported $130,930 in plan administrative expenses for 2024: 0.50% of average plan assets, higher than ~75% of peers. Employer contributions averaged $803 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 0.29% to 0.50%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 480th-largest of 1,393 plans among Missouri employers on file, and the 479th of 2,534 in administrative & support services. In 2024, employees put in $5.46 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$27,710,947
Participants with balances737
Active participants576
Employer contributions$462,480
Employee contributions$2,526,644
Employer contribution per active participant$803
Average account balance$37,600
Benefits paid to participants$3,576,934
Plan auditUnmodified (clean) audit opinion
AuditorANDERS MINKLER HUBER & HELM
Plan history3
Yearassets · accounts · employer contribution
2024$27.7M · 737 accts · $462K emplr
2023$25.0M · 741 accts · $315K emplr
2022$22.1M · 739 accts · $238K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$80,002
Investment management$36,928
Audit (IQPA)$14,000
Total administrative$130,930
The Innovation Tech Investors, LLC 401(k) match · 2024
Employer contribution per active participant$803
Median for plans this size$2,416
2024$803 per active participant
2023$484 per active participant
2022$388 per active participant

Innovation Tech Investors, LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20243
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$47,245
ANDERS MINKLER HUBER & HELM LLP DBA · Accounting / audit$14,000

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$130,930 · 0.50%
2023$20,546 · 0.09%
2022$70,177 · 0.29%
Similar plansAdministrative & Support Services · Missouri
Heartland, LLC MO$46.1M · 0.67%
Coring & Cutting Group. MO$24.4M · 0.43%
Jay Henges Enterprises Inc. MO$23.4M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 854345756 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.