Plan Ledger DOL Form 5500 · updated monthly

Iqventures Holdings, LLC401(k)

IQVENTURES RETIREMENT & SAVINGS PLAN · DUBLIN, OH · plan year 2024

Reported admin expense ratio · 2024
1.79%

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

Iqventures Holdings, LLC reported $84,052 in plan administrative expenses for 2024: 1.79% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3,164 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Ohio (2,419th of 3,295), and 1,811th of 2,199 in information & media. In 2024, employees put in $1.72 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,012,015
Participants with balances262
Active participants223
Employer contributions$705,564
Employee contributions$1,215,716
Employer contribution per active participant$3,164
Average account balance$22,947
Benefits paid to participants$1,305,719
Plan auditUnmodified (clean) audit opinion
AuditorARY ROEPCKE MULCHAEY, P.C.
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,325
Investment management$37,176
Trustee / custodial$10,551
Total administrative$84,052
The Iqventures Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$3,164
Median for plans this size$1,313

Iqventures Holdings, 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 · 20243
PCS RETIREMENT LLC · Contract administrator · Recordkeeping$36,325
SHAFFER CAPITAL · Investment management$37,176
MATRIX TRUST COMPANY · Custodial (securities)$10,551

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

Administrative cost history1
2024$84,052 · 1.79%
Same employer
Similar plansInformation & Media · Ohio
Sandusky Newspapers Inc OH$10.6M · 0.35%
Onshift, Inc. OH$10.0M · 0.04%
Bendon Inc OH$5.0M · 0.52%
Hometown Ticketing, Inc. OH$4.7M · 0.34%
Pffa Acquisition LLC OH$3.9M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 854297109 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.