Plan Ledger DOL Form 5500 · updated monthly

Integrity Management Services, Inc.401(k)

INTEGRITY MANAGEMENT SERVICES, INC. 401(K) PLAN · ALEXANDRIA, VA · plan year 2024

Reported admin expense ratio · 2024
0.65%

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

Integrity Management Services, Inc. reported $61,850 in plan administrative expenses for 2024: 0.65% of average plan assets, above the peer median. Employer contributions averaged $2,701 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 1.04% to 0.65%. 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 (1,447th of 2,266), and 7,908th of 11,654 in professional & technical services. In 2024, employees put in $1.99 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,280,033
Participants with balances154
Active participants98
Employer contributions$264,722
Employee contributions$526,238
Employer contribution per active participant$2,701
Average account balance$66,753
Benefits paid to participants$600,049
Plan auditUnmodified (clean) audit opinion
AuditorUHY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$10.3M · 154 accts · $265K emplr
2023$8.7M · 144 accts · $262K emplr
2022$7.3M · 142 accts · $251K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$61,850
Total administrative$61,850
The Integrity Management Services, Inc. 401(k) match · 2024
Employer contribution per active participant$2,701
Median for plans this size$1,313
2024$2,701 per active participant
2023$2,760 per active participant
2022$2,762 per active participant

Integrity Management Services, Inc.'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 · 20246
NATIONWIDE · Recordkeeping$17,646
NATIONWIDE · Recordkeeping$574
POINTOAK RETIREMENT ADVISORS · Contract administrator$32,979
UHY LLP · Accounting / audit$13,500
PROACCOUNT · Investment advisory (participants)$12,786
COASTAL PENSION SERVICES · Contract administrator$2,425

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

Recordkeeper by year2
2024Nationwide
2023Nationwide

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

Administrative cost history3
2024$61,850 · 0.65%
2023$78,221 · 0.98%
2022$80,191 · 1.04%
Similar plansProfessional & Technical Services · Virginia
The Moore Companies Inc. VA$10.4M · 0.47%
Iworks Corporation VA$10.3M · 0.24%
Itility, LLC VA$10.3M · 0.44%
Sky Solutions LLC VA$10.0M · 0.05%
Aermor, LLC VA$9.8M · 1.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 263976707 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.