Plan Ledger DOL Form 5500 · updated monthly

Iostudio, LLC401(k)

IOSTUDIO, LLC 401(K) PLAN · NASHVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
0.53%

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

Iostudio, LLC reported $32,897 in plan administrative expenses for 2024: 0.53% of average plan assets, below the peer median. Employer contributions averaged $3,677 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 rose from 0.38% to 0.53%. 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 Tennessee (997th of 1,496), and 9,292nd of 11,654 in professional & technical services. In 2024, employees put in $1.15 for every $1.00 the employer contributed; active participation has shrunk from 79 to 66 since 2022.

Plan summary
Net assets, end of year$6,252,725
Participants with balances109
Active participants66
Employer contributions$242,654
Employee contributions$277,868
Employer contribution per active participant$3,677
Average account balance$57,364
Benefits paid to participants$1,261,328
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.3M · 109 accts · $243K emplr
2023$6.2M · 119 accts · $284K emplr
2022$5.1M · 118 accts · $184K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,897
Total administrative$32,897
The Iostudio, LLC 401(k) match · 2024
Employer contribution per active participant$3,677
Median for plans this size$1,313
2024$3,677 per active participant
2023$3,509 per active participant
2022$2,332 per active participant

Iostudio, LLC'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 · 20244
STANCORP FINANCIAL · Accounting / audit · Claims processing$22,457
NORTHWESTERN MUTUAL WEALTH MANAGEME · Investment advisory (participants) · Investment advisory (plan)$16,628
ACUFF AND ASSOCIATES, INC. · Plan administrator$15,966
JULY BUSINESS SERVICES LLC · Contract administrator$953

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

Recordkeeper by year2
2024The Standard
2023ACUFF & ASSOCIATES, INC., Transamerica

This plan has changed recordkeepers within these filings. If you left Iostudio, LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$32,897 · 0.53%
2023$18,414 · 0.32%
2022$20,512 · 0.38%
Similar plansProfessional & Technical Services · Tennessee
Transit-Technologies, LLC TN$7.2M · 0.74%
Waypoint Analytical, Inc. TN$7.1M · 0.40%
Alliance Marketing LLC TN$6.7M · 0.47%
Halo Dx, Inc. TN$5.8M · 0.51%
Principle USA, Inc. TN$5.4M · 0.38%
Freightwise, LLC TN$5.3M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 621865839 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.