Plan Ledger DOL Form 5500 · updated monthly

Isco Industries, Inc.401(k)

ISCO INDUSTRIES INC. RETIREMENT SAVINGS PLAN · LOUISVILLE, KY · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Isco Industries, Inc. reported $133,323 in plan administrative expenses for 2024: 0.16% of average plan assets, above the peer median. Employer contributions averaged $2,383 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 3 years on file its reported administrative ratio has held roughly steady near 0.16%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 93rd-largest of 871 plans among Kentucky employers on file, and the 462nd of 4,246 in wholesale trade. In 2024, employees put in $2.95 for every $1.00 the employer contributed; active participation has grown from 606 to 744 since 2022.

Plan summary
Net assets, end of year$90,569,367
Participants with balances785
Active participants744
Employer contributions$1,772,916
Employee contributions$5,222,422
Employer contribution per active participant$2,383
Average account balance$115,375
Benefits paid to participants$4,892,776
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$90.6M · 785 accts · $1.8M emplr
2023$77.5M · 705 accts · $4.1M emplr
2022$60.8M · 665 accts · $2.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$50,725
Investment management$82,598
Total administrative$133,323
The Isco Industries, Inc. 401(k) match · 2024
Employer contribution per active participant$2,383
Median for plans this size$3,635
2024$2,383 per active participant
2023$6,397 per active participant
2022$3,555 per active participant

Isco Industries, Inc.'s 2024 employer contribution ran below the $3,635 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
CERITY PARTNERS RETIREMENT PLAN · Investment advisory (plan)$69,882
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$50,725
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$12,715

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$133,323 · 0.16%
2023$115,457 · 0.17%
2022$109,167 · 0.17%
Same employer
Similar plansWholesale Trade · Kentucky
Brightspring Health Services KY$794.2M · 0.10%
Tempur-Pedic Management, LLC KY$328.1M · 0.06%
Boyd Company KY$204.4M · 0.18%
Bramco Inc. KY$97.5M · 0.16%
Castellini Company LLC KY$53.2M · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 610600157 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.