Plan Ledger DOL Form 5500 · updated monthly

Intellectual Ventures Management, LLC401(k)

INTELLECTUAL VENTURES MANAGEMENT 401(K) PLAN · BELLEVUE, WA · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Intellectual Ventures Management, LLC reported $63,756 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $7,182 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 3 years on file its reported administrative ratio has held roughly steady near 0.07%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 182nd-largest of 1,714 plans among Washington employers on file, and the 1,529th of 11,654 in professional & technical services. In 2024, employees put in $2.47 for every $1.00 the employer contributed; active participation has shrunk from 143 to 125 since 2022.

Plan summary
Net assets, end of year$98,686,055
Participants with balances415
Active participants125
Employer contributions$897,762
Employee contributions$2,217,717
Employer contribution per active participant$7,182
Average account balance$237,798
Benefits paid to participants$10,888,148
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$98.7M · 415 accts · $898K emplr
2023$93.8M · 449 accts · $967K emplr
2022$83.0M · 490 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,756
Total administrative$63,756
The Intellectual Ventures Management, LLC 401(k) match · 2024
Employer contribution per active participant$7,182
Median for plans this size$3,635
2024$7,182 per active participant
2023$7,495 per active participant
2022$7,243 per active participant

Intellectual Ventures Management, LLC's 2024 employer contribution ran above the $3,635 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 · 20242
USI ADVISORS · Investment advisory (plan)$35,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$28,756

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$63,756 · 0.07%
2023$66,730 · 0.08%
2022$63,862 · 0.06%
Same employer
Similar plansProfessional & Technical Services · Washington
Shannon & Wilson, Inc. WA$127.9M · 0.12%
Anchor Qea, LLC WA$110.0M · 0.21%
Terrapower, LLC WA$96.7M · 0.00%
William H. Gates III WA$92.2M · 0.08%
Geoengineers, Inc. WA$89.2M · 0.07%
Keller Rohrback LLP WA$86.5M · 0.12%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 912090408 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.