Plan Ledger DOL Form 5500 · updated monthly

Ivy Hospitality LLC401(k)

IVY HOSPITALITY LLC 401(K) PLAN · INDIANAPOLIS, IN · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Ivy Hospitality LLC reported $389 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $358 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.

The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Indiana (1,510th of 1,562), and 1,840th of 2,240 in accommodation & food services. In 2024, employees put in $1.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$694,536
Participants with balances615
Active participants670
Employer contributions$239,995
Employee contributions$277,452
Employer contribution per active participant$358
Average account balance$1,129
Benefits paid to participants$6,831
Plan auditUnmodified (clean) audit opinion
AuditorHOLBROOK & MANTER
Administrative expenses, itemized · 2024
Investment management$389
Total administrative$389
The Ivy Hospitality LLC 401(k) match · 2024
Employer contribution per active participant$358
Median for plans this size$540

Ivy Hospitality LLC's 2024 employer contribution ran below the $540 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.

Administrative cost history1
2024$389 · 0.06%
Same employer
Similar plansAccommodation & Food Services · Indiana
McKenzie Foods, Inc. IN$2.1M · 0.03%
Alice J Schleicher Inc IN$1.0M · 1.89%
Dough Management, Inc. IN$221K · 8.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 934891022 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.