Plan Ledger DOL Form 5500 · updated monthly

Ivision Scale, LLC401(k)

IVISION SCALE, LLC 401(K) PROFIT SHARING PLAN & TRUST · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

Ivision Scale, LLC reported $112,829 in plan administrative expenses for 2024: 0.40% of average plan assets, above the peer median. Employer contributions averaged $4,551 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 0.40%. 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 657th-largest of 2,160 plans among Georgia employers on file, and the 4,086th of 11,654 in professional & technical services. In 2024, employees put in $2.28 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$30,786,628
Participants with balances308
Active participants261
Employer contributions$1,187,755
Employee contributions$2,709,219
Employer contribution per active participant$4,551
Average account balance$99,957
Benefits paid to participants$3,146,927
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$30.8M · 308 accts · $1.2M emplr
2023$25.8M · 290 accts · $1.2M emplr
2022$17.2M · 215 accts · $836K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,438
Investment management$107,391
Total administrative$112,829
The Ivision Scale, LLC 401(k) match · 2024
Employer contribution per active participant$4,551
Median for plans this size$2,416
2024$4,551 per active participant
2023$4,289 per active participant
2022$3,075 per active participant

Ivision Scale, LLC'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.

Service providers · 20243
ROCKEFELLER FINANCIAL LLC · Recordkeeping · Trustee$107,390
ADP, INC. · Loan processing · Recordkeeping$5,438
ADP BROKER-DEALERindirect 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, ROCKEFELLER FINANCIAL LLC
2023ADP, ROCKEFELLER FINANCIAL LLC

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Administrative cost history3
2024$112,829 · 0.40%
2023$85,669 · 0.40%
2022$71,079 · 0.39%
Same employer
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Drew Eckl & Farnham LLP GA$32.7M · 0.11%
Smith and Howard PC GA$30.2M · 0.17%
Business Software, Inc. GA$29.6M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200732041 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.