Plan Ledger DOL Form 5500 · updated monthly

Island Capital Group LLC401(k)

ISLAND CAPITAL GROUP LLC 401(K) PLAN · GREENVILLE, SC · plan year 2025

Reported admin expense ratio · 2025
0.12%

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

Island Capital Group LLC reported $94,155 in plan administrative expenses for 2025: 0.12% of average plan assets, above the peer median. Employer contributions averaged $8,455 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 0.12%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other finance & insurance employers. By assets it is the 73rd-largest of 807 plans among South Carolina employers on file, and the 1,188th of 4,798 in finance & insurance. In 2025, employees put in $2.09 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$79,402,267
Participants with balances452
Active participants99
Employer contributions$837,041
Employee contributions$1,751,043
Employer contribution per active participant$8,455
Average account balance$175,669
Benefits paid to participants$5,395,325
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2025$79.4M · 452 accts · $837K emplr
2024$71.6M · 471 accts · $842K emplr
2023$65.9M · 500 accts · $752K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$30,912
Investment management$51,265
Audit (IQPA)$11,978
Total administrative$94,155
The Island Capital Group LLC 401(k) match · 2025
Employer contribution per active participant$8,455
Median for plans this size$4,093
2025$8,455 per active participant
2024$8,017 per active participant
2023$7,026 per active participant

Island Capital Group LLC's 2025 employer contribution ran above the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20255
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$32,320
USI ADVISORS INC · Investment management$41,615
FORVIS MAZARS, LLP · Accounting / audit$11,978
KRILOGY FINANCIAL LLC · Investment advisory (participants)$8,242
CHARLES SCHWAB & CO., INC. · Securities brokerage$128

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

Recordkeeper by year3
2025Charles Schwab
2024Charles Schwab
2023Charles Schwab

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2025$94,155 · 0.12%
2024$92,717 · 0.13%
2023$81,316 · 0.13%
Same employer
Similar plansFinance & Insurance · South Carolina
Illumifin Corporation SC$102.6M · 0.27%
Johnson & Johnson, Inc. SC$55.0M · 0.25%
The Conway National Bank SC$53.4M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364525612 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.