Plan Ledger DOL Form 5500 · updated monthly

Intellidyne, LLC401(k)

INTELLIDYNE, LLC 401(K) PLAN · VIENNA, VA · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Intellidyne, LLC reported $89,470 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $4,161 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 0.29% to 0.25%. 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 618th-largest of 2,266 plans among Virginia employers on file, and the 3,482nd of 11,654 in professional & technical services. In 2024, employees put in $2.44 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$37,544,585
Participants with balances319
Active participants209
Employer contributions$869,650
Employee contributions$2,121,816
Employer contribution per active participant$4,161
Average account balance$117,695
Benefits paid to participants$4,199,611
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$37.5M · 319 accts · $870K emplr
2023$34.2M · 327 accts · $939K emplr
2022$27.9M · 336 accts · $904K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$59,470
Investment management$30,000
Total administrative$89,470
The Intellidyne, LLC 401(k) match · 2024
Employer contribution per active participant$4,161
Median for plans this size$2,416
2024$4,161 per active participant
2023$4,192 per active participant
2022$3,999 per active participant

Intellidyne, LLC's 2024 employer contribution ran above the $2,416 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$59,470
CREATIVE PLANNING LLC · Investment advisory (plan)$30,000

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$89,470 · 0.25%
2023$55,149 · 0.18%
2022$90,641 · 0.29%
Same employer
Similar plansProfessional & Technical Services · Virginia
Cape Fox Shared Services VA$37.8M · 0.45%
C2 Technologies, Inc. VA$37.7M · 0.27%
Aeyon LLC VA$37.7M · 0.28%
Qvine Corporation VA$37.4M · 0.00%
BTI360 Inc. VA$36.6M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 541923216 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.