Plan Ledger DOL Form 5500 · updated monthly

Ivanti, Inc.401(k)

IVANTI INC. 401(K) PLAN · SOUTH JORDAN, UT · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Ivanti, Inc. reported $194,310 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. Employer contributions averaged $3,563 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 fell from 0.13% to 0.09%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 33rd-largest of 848 plans among Utah employers on file, and the 747th of 11,654 in professional & technical services. In 2024, employees put in $4.75 for every $1.00 the employer contributed; active participation has shrunk from 1,163 to 930 since 2022.

Plan summary
Net assets, end of year$216,432,891
Participants with balances1,787
Active participants930
Employer contributions$3,313,550
Employee contributions$15,737,965
Employer contribution per active participant$3,563
Average account balance$121,115
Benefits paid to participants$27,426,730
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$216.4M · 1,787 accts · $3.3M emplr
2023$193.7M · 1,954 accts · $3.6M emplr
2022$165.1M · 2,096 accts · $3.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$106,621
Investment management$87,689
Total administrative$194,310
The Ivanti, Inc. 401(k) match · 2024
Employer contribution per active participant$3,563
Median for plans this size$3,635
2024$3,563 per active participant
2023$3,261 per active participant
2022$3,390 per active participant

Ivanti, 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$106,896
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$87,689

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$194,310 · 0.09%
2023$185,991 · 0.10%
2022$233,245 · 0.13%
Same employer
Similar plansProfessional & Technical Services · Utah
Qualtrics LLC UT$445.8M · 0.04%
Sorenson Communications LLC. UT$316.5M · 0.03%
Resource Management, Inc. UT$297.5M · 0.59%
Pluralsight, LLC UT$168.8M · 0.00%
Health Catalyst, Inc. UT$158.7M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 300110335 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.