Plan Ledger DOL Form 5500 · updated monthly

K2 Intelligence, LLC401(k)

K2 INTEGRITY 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

K2 Intelligence, LLC reported $71,417 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $3,501 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 0.06% to 0.27%. 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 2,056th-largest of 5,648 plans among New York employers on file, and the 4,394th of 11,654 in professional & technical services. In 2024, employees put in $2.48 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$27,943,589
Participants with balances362
Active participants262
Employer contributions$917,344
Employee contributions$2,276,169
Employer contribution per active participant$3,501
Average account balance$77,192
Benefits paid to participants$2,748,922
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$27.9M · 362 accts · $917K emplr
2023$24.0M · 318 accts · $827K emplr
2022$20.5M · 323 accts · $907K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,567
Investment management$61,850
Total administrative$71,417
The K2 Intelligence, LLC 401(k) match · 2024
Employer contribution per active participant$3,501
Median for plans this size$2,416
2024$3,501 per active participant
2023$4,135 per active participant
2022$3,476 per active participant

K2 Intelligence, LLC's 2024 employer contribution ran above 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 · 20242
MORGAN STANLEY SMITH BARNEY LLC · Investment advisory (participants)$61,850
FIDELITY WORKPLACE SERVICES, LLC · Plan administrator · Trustee (discretionary)$9,567

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$71,417 · 0.27%
2023$63,476 · 0.29%
2022$11,818 · 0.06%
Similar plansProfessional & Technical Services · New York
Chdi Management, Inc. NY$28.3M · 0.41%
Lightspeed Pos USA Inc. NY$28.3M · 0.52%
Savin Engineers, P.C. NY$28.1M · 0.07%
Pentagram Design, Inc. NY$28.0M · 0.34%
Oml Inc. NY$27.3M · 0.81%
Nexfirm LLC NY$27.2M · 0.80%
Tg Therapeutics, Inc. NY$26.8M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 273778991 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.