Plan Ledger DOL Form 5500 · updated monthly

Ntiva, Inc.401(k)

NTIVA 401(K) PLAN · MCLEAN, VA · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Ntiva, Inc. reported $74,666 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $1,478 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 0.61% to 0.35%. 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 771st-largest of 2,266 plans among Virginia employers on file, and the 4,350th of 11,654 in professional & technical services. In 2024, employees put in $1.97 for every $1.00 the employer contributed; active participation has grown from 437 to 735 since 2022.

Plan summary
Net assets, end of year$28,319,631
Participants with balances361
Active participants735
Employer contributions$1,086,352
Employee contributions$2,139,457
Employer contribution per active participant$1,478
Average account balance$78,448
Benefits paid to participants$2,347,443
Plan auditUnmodified (clean) audit opinion
AuditorRKL LLP
Plan history3
Yearassets · accounts · employer contribution
2024$28.3M · 361 accts · $1.1M emplr
2023$14.6M · 331 accts · $970K emplr
2022$8.6M · 280 accts · $815K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$73,554
Investment management$1,112
Total administrative$74,666
The Ntiva, Inc. 401(k) match · 2024
Employer contribution per active participant$1,478
Median for plans this size$2,416
2024$1,478 per active participant
2023$2,311 per active participant
2022$1,866 per active participant

Ntiva, Inc.'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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$17,519

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$74,666 · 0.35%
2023$88,201 · 0.76%
2022$45,870 · 0.61%
Same employer
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Higher Logic, LLC VA$29.1M · 0.47%
Millennium Corporation VA$28.3M · 0.48%
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Source: U.S. Department of Labor, Form 5500 series, EIN 202106015 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.