Plan Ledger DOL Form 5500 · updated monthly

Integrated Management Services401(k)

INTEGRATED MANAGEMENT SERVICES 401(K) PLAN · BOWLING GREEN, KY · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Integrated Management Services reported $4,167 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,048 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 0.017% to 0.020%. 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 282nd-largest of 871 plans among Kentucky employers on file, and the 5,386th of 11,654 in professional & technical services. In 2024, employees put in $2.06 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,941,967
Participants with balances251
Active participants188
Employer contributions$384,945
Employee contributions$791,358
Employer contribution per active participant$2,048
Average account balance$83,434
Benefits paid to participants$3,125,174
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.9M · 251 accts · $385K emplr
2023$20.1M · 263 accts · $426K emplr
2022$17.8M · 280 accts · $439K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,167
Total administrative$4,167
The Integrated Management Services 401(k) match · 2024
Employer contribution per active participant$2,048
Median for plans this size$2,416
2024$2,048 per active participant
2023$2,421 per active participant
2022$2,113 per active participant

Integrated Management Services'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
ADP, INC. · Loan processing · Recordkeeping$4,209
MESIROW FINANCIAL INVESTMENT MANAGE · Loan processingindirect comp

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

Recordkeeper by year2
2024ADP
2023ADP

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

Administrative cost history3
2024$4,167 · 0.02%
2023$3,240 · 0.02%
2022$3,310 · 0.02%
Same employer
Similar plansProfessional & Technical Services · Kentucky
Lafayette Engineering, Inc. KY$23.3M · 0.01%
QK4 Inc. KY$23.1M · 0.44%
Universal Woods, LLC KY$19.8M · 0.46%
Universal Woods, LLC KY$18.6M · 0.44%
Health Tech Solutions LLC KY$18.5M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202474646 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.