Plan Ledger DOL Form 5500 · updated monthly

Isoftstone, Inc.401(k)

ISOFTSTONE 401(K) PROFIT SHARING PLAN & TRUST · BELLEVUE, WA · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Isoftstone, Inc. reported $22,036 in plan administrative expenses for 2024: 0.18% of average plan assets, below the peer median. Employer contributions averaged $2,291 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 0.17% to 0.18%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Washington (904th of 1,714), and 6,961st of 11,654 in professional & technical services. In 2024, employees put in $4.77 for every $1.00 the employer contributed; active participation has shrunk from 113 to 97 since 2022.

Plan summary
Net assets, end of year$13,480,499
Participants with balances208
Active participants97
Employer contributions$222,234
Employee contributions$1,059,085
Employer contribution per active participant$2,291
Average account balance$64,810
Benefits paid to participants$603,609
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.5M · 208 accts · $222K emplr
2023$11.1M · 213 accts · $238K emplr
2022$9.3M · 234 accts · $237K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,530
Investment management$19,506
Total administrative$22,036
The Isoftstone, Inc. 401(k) match · 2024
Employer contribution per active participant$2,291
Median for plans this size$2,416
2024$2,291 per active participant
2023$2,449 per active participant
2022$2,096 per active participant

Isoftstone, Inc.'s 2024 employer contribution ran below 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
MERRILL LYNCH PIERCE FENNER & SMITH · Recordkeeping · Pension consulting$19,506
ADP, INC. · Loan processing · Recordkeeping$2,530
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP, Bank of America / Merrill
2023ADP, Bank of America / Merrill

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

Administrative cost history3
2024$22,036 · 0.18%
2023$18,210 · 0.18%
2022$16,711 · 0.17%
Same employer
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Code.Org WA$14.2M · 0.32%
Ten Gun Design WA$14.2M · 0.42%
Hi-Tech Solutions, LLC WA$13.9M · 0.02%
Leafly, LLC WA$13.1M · 0.27%
Ilink Systems, Inc. WA$13.0M · 0.36%
Paulas Choice, LLC WA$13.0M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 980544121 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.