Plan Ledger DOL Form 5500 · updated monthly

Innovative Scheduling, LLC401(k)

INNOVATIVE SCHEDULING 401(K) PLAN · COPPELL, TX · plan year 2022

Reported admin expense ratio · 2022
0.75%

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

Innovative Scheduling, LLC reported $39,262 in plan administrative expenses for 2022: 0.75% of average plan assets, above the peer median. Employer contributions averaged $4,729 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Texas (4,080th of 5,688), and 9,842nd of 11,654 in professional & technical services. In 2022, employees put in $1.61 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,925,853
Participants with balances98
Active participants43
Employer contributions$203,363
Employee contributions$328,095
Employer contribution per active participant$4,729
Average account balance$50,264
Benefits paid to participants$467,195
Plan auditUnmodified (clean) audit opinion
AuditorAFAIRCHILD LLC,
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$14,928
Investment management$24,334
Total administrative$39,262
The Innovative Scheduling, LLC 401(k) match · 2022
Employer contribution per active participant$4,729
Median for plans this size$1,114

Innovative Scheduling, LLC's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$39,262 · 0.75%
Similar plansProfessional & Technical Services · Texas
Sparkpay LLC TX$5.0M
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Movate Inc. TX$4.9M · 0.89%
Truly Title, Inc. TX$4.9M · 0.10%
Guideit, LLC TX$4.8M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 462091371 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.