Plan Ledger DOL Form 5500 · updated monthly

Isys Solutions, Inc.401(k)

ISYS SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN · BREA, CA · plan year 2024

Reported admin expense ratio · 2024
0.67%

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

Isys Solutions, Inc. reported $90,776 in plan administrative expenses for 2024: 0.67% of average plan assets, higher than ~90% of peers. Employer contributions averaged $4,267 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 0.671%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 4,398th-largest of 9,483 plans among California employers on file, and the 4,501st of 11,911 in health care & social assistance. In 2024, employees put in $2.04 for every $1.00 the employer contributed; active participation has grown from 106 to 155 since 2022.

Plan summary
Net assets, end of year$14,963,589
Participants with balances140
Active participants155
Employer contributions$661,378
Employee contributions$1,348,626
Employer contribution per active participant$4,267
Average account balance$106,883
Benefits paid to participants$972,494
Plan auditUnmodified (clean) audit opinion
AuditorDAVID L. BUCK, CPA
Plan history3
Yearassets · accounts · employer contribution
2024$15.0M · 140 accts · $661K emplr
2023$12.1M · 132 accts · $610K emplr
2022$8.5M · 100 accts · $433K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$800
Investment management$59,248
Total administrative$90,776
The Isys Solutions, Inc. 401(k) match · 2024
Employer contribution per active participant$4,267
Median for plans this size$2,416
2024$4,267 per active participant
2023$4,391 per active participant
2022$4,080 per active participant

Isys Solutions, Inc.'s 2024 employer contribution ran above the $2,416 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.

Administrative cost history3
2024$90,776 · 0.67%
2023$75,223 · 0.73%
2022$60,152 · 0.67%
Same employer
Similar plansHealth Care & Social Assistance · California
Centric Health CA$15.2M · 0.37%
Interim, Incorporated CA$15.2M · 0.44%
United Way of the Bay Area CA$14.9M · 0.04%
Elder Care Alliance CA$14.8M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954650014 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.