Plan Ledger DOL Form 5500 · updated monthly

Invue Security Products, Inc.401(k)

INVUE SECURITY PRODUCTS INC. PENSION PLAN · CHARLOTTE, NC · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Invue Security Products, Inc. reported $420 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,702 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 0.01% to 0.00%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 563rd-largest of 2,005 plans among North Carolina employers on file, and the 1,355th of 4,246 in wholesale trade. In 2024, employees put in $1.75 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$30,091,388
Participants with balances216
Active participants169
Employer contributions$963,585
Employee contributions$1,686,763
Employer contribution per active participant$5,702
Average account balance$139,312
Benefits paid to participants$1,952,361
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$0 · $313K emplr
2024$30.1M · 216 accts · $964K emplr
2023$24.9M · 203 accts · $722K emplr
2022$21.5M · 201 accts · $752K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$420
Total administrative$420
The Invue Security Products, Inc. 401(k) match · 2024
Employer contribution per active participant$5,702
Median for plans this size$2,416
2024$5,702 per active participant
2023$4,347 per active participant
2022$4,729 per active participant

Invue Security Products, Inc.'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 · 20241
JPMORGAN INVEST HOLDINGS LLC$420

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

Administrative cost history4
2025Not separately reported
2024$420 · 0.00%
2023$450 · 0.00%
2022$2,883 · 0.01%
Same employer
Similar plansWholesale Trade · North Carolina
Pugh Lubricants LLC NC$34.1M · 0.02%
Dillon Supply Company NC$31.7M · 0.36%
Cary Oil Co., Inc. NC$29.9M · 0.18%
Biotage, LLC NC$29.5M · 0.10%
Bob Barker Company, Inc. NC$29.3M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341526357 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.