Plan Ledger DOL Form 5500 · updated monthly

Invaluable LLC401(k)

INVALUABLE LLC 401(K) PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Invaluable LLC reported $540 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,281 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 0.006% to 0.005%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Massachusetts (1,873rd of 2,726), and 1,490th of 2,199 in information & media. In 2024, employees put in $3.60 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,326,241
Participants with balances100
Active participants61
Employer contributions$261,161
Employee contributions$939,254
Employer contribution per active participant$4,281
Average account balance$103,262
Benefits paid to participants$2,073,359
Plan auditUnmodified (clean) audit opinion
AuditorUHY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$10.3M · 100 accts · $261K emplr
2023$9.7M · 110 accts · $312K emplr
2022$7.7M · 107 accts · $264K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$540
Total administrative$540
The Invaluable LLC 401(k) match · 2024
Employer contribution per active participant$4,281
Median for plans this size$2,416
2024$4,281 per active participant
2023$4,398 per active participant
2022$4,005 per active participant

Invaluable 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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$540
OSAIC WEALTH INCindirect comp
TRIAD ADVISORS LLCindirect comp

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$540 · 0.01%
2023$463 · 0.01%
2022$488 · 0.01%
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Source: U.S. Department of Labor, Form 5500 series, EIN 043583726 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.