Plan Ledger DOL Form 5500 · updated monthly

TAKE2 Consulting, LLC401(k)

TAKE2 CONSULTING, LLC 401(K) RETIREMENT PLAN · VIENNA, VA · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

TAKE2 Consulting, LLC reported $38,530 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $520 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 0.15% to 0.28%. 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 1,118th-largest of 2,266 plans among Virginia employers on file, and 6,256th of 11,654 in professional & technical services. In 2024, employees put in $9.13 for every $1.00 the employer contributed; active participation has grown from 469 to 887 since 2022.

Plan summary
Net assets, end of year$16,392,621
Participants with balances514
Active participants887
Employer contributions$461,454
Employee contributions$4,214,617
Employer contribution per active participant$520
Average account balance$31,892
Benefits paid to participants$2,969,296
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO LLP
Plan history3
Yearassets · accounts · employer contribution
2024$16.4M · 514 accts · $461K emplr
2023$11.6M · 399 accts · $298K emplr
2022$6.8M · 323 accts · $350K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,180
Investment management$23,350
Total administrative$38,530
The TAKE2 Consulting, LLC 401(k) match · 2024
Employer contribution per active participant$520
Median for plans this size$2,416
2024$520 per active participant
2023$457 per active participant
2022$746 per active participant

TAKE2 Consulting, LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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
FIRST LIGHT WEALTH LLC · Investment advisory (plan)$23,350
ADP, INC. · Investment advisory (plan)$7,386

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$38,530 · 0.28%
2023$14,701 · 0.16%
2022$9,135 · 0.15%
Same employer
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Microhealth LLC VA$16.5M · 0.46%
Knowesis, Inc. VA$16.4M · 0.38%
Erickson Immigration Group VA$16.3M · 0.52%
Alpha Corporation VA$16.3M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 472507011 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.