Plan Ledger DOL Form 5500 · updated monthly

Isys Technologies401(k)

ISYS TECHNOLOGIES 401(K) PLAN · LITTLETON, CO · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Isys Technologies reported $20,083 in plan administrative expenses for 2024: 0.17% of average plan assets, below the peer median. Employer contributions averaged $1,643 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 0.10% to 0.17%. 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 the 702nd-largest of 1,461 plans among Colorado employers on file, and 7,184th of 11,654 in professional & technical services. In 2024, employees put in $3.12 for every $1.00 the employer contributed; active participation has grown from 188 to 231 since 2022.

Plan summary
Net assets, end of year$12,691,365
Participants with balances218
Active participants231
Employer contributions$379,486
Employee contributions$1,184,374
Employer contribution per active participant$1,643
Average account balance$58,217
Benefits paid to participants$1,397,075
Plan auditUnmodified (clean) audit opinion
AuditorOLSON, REYES AND SAUERWEIN, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$12.7M · 218 accts · $379K emplr
2023$10.6M · 194 accts · $325K emplr
2022$8.4M · 167 accts · $279K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,083
Total administrative$20,083
The Isys Technologies 401(k) match · 2024
Employer contribution per active participant$1,643
Median for plans this size$2,416
2024$1,643 per active participant
2023$1,642 per active participant
2022$1,485 per active participant

Isys Technologies'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 · 20244
OLSON REYES AND SAUERWEIN LLC$11,386
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$6,889
ASCENSUS · Other servicesindirect comp
MORNINGSTAR INVESTMENT MANAGEMENT · Investment advisory (participants)indirect comp

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$20,083 · 0.17%
2023$17,436 · 0.18%
2022$8,873 · 0.10%
Same employer
Similar plansProfessional & Technical Services · Colorado
Peak Dental Services, Inc. CO$14.1M · 0.78%
Sherpa 6, Inc. CO$14.0M · 0.75%
Yeh and Associates, Inc. CO$13.4M · 0.20%
Kahuna USA LLC CO$13.2M · 0.55%
Paytech, Inc. CO$12.3M · 0.52%
Ascend Analytics, LLC CO$12.0M · 0.24%
Automox, Inc. CO$11.8M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841158586 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.