Plan Ledger DOL Form 5500 · updated monthly

Iqeq US Management Company, LLC401(k)

IQEQ US MANAGEMENT CO. LLC RETIREMENT PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Iqeq US Management Company, LLC reported $144,616 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $3,793 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 0.26% to 0.34%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 1,098th-largest of 5,688 plans among Texas employers on file, and the 315th of 2,534 in administrative & support services. In 2024, employees put in $3.17 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$47,549,388
Participants with balances772
Active participants582
Employer contributions$2,207,784
Employee contributions$6,999,654
Employer contribution per active participant$3,793
Average account balance$61,592
Benefits paid to participants$5,887,219
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$47.5M · 772 accts · $2.2M emplr
2023$36.6M · 772 accts · $2.2M emplr
2022$23.1M · 700 accts · $2.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$74,562
Investment management$70,054
Total administrative$144,616
The Iqeq US Management Company, LLC 401(k) match · 2024
Employer contribution per active participant$3,793
Median for plans this size$2,416
2024$3,793 per active participant
2023$3,677 per active participant
2022$3,748 per active participant

Iqeq US Management Company, LLC's 2024 employer contribution ran above the $2,416 median for plans its size. 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$74,562
KESTRA INVESTMENT SERVICES LLC · Investment advisory (plan)$59,150
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$10,904

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$144,616 · 0.34%
2023$110,175 · 0.37%
2022$60,519 · 0.26%
Same employer
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Bg Staff Services, Inc. TX$44.3M · 0.38%
Virtuoso, LTD TX$42.8M · 0.20%
Group Services, LLC TX$41.1M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 872324421 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.