Plan Ledger DOL Form 5500 · updated monthly

Talk to Me Technologies401(k)

TALK TO ME TECHNOLOGIES 401(K) PLAN · CEDAR FALLS, IA · plan year 2024

Reported admin expense ratio · 2024
0.97%

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

Talk to Me Technologies reported $15,154 in plan administrative expenses for 2024: 0.97% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,494 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 $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Iowa (792nd of 878), and 9,854th of 11,911 in health care & social assistance. In 2024, employees put in $2.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,223,737
Participants with balances243
Active participants239
Employer contributions$357,107
Employee contributions$817,001
Employer contribution per active participant$1,494
Average account balance$9,151
Benefits paid to participants$103,392
Plan auditUnmodified (clean) audit opinion
AuditorFORGE FINANCIAL & MANAGEMENT
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,154
Total administrative$15,154
The Talk to Me Technologies 401(k) match · 2024
Employer contribution per active participant$1,494
Median for plans this size$1,313

Talk to Me Technologies's 2024 employer contribution ran above the $1,313 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
THE FINWAY GROUP, LLC · Contract administrator$5,390

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$15,154 · 0.97%
Similar plansHealth Care & Social Assistance · Iowa
United Presbyterian Home IA$2.3M · 0.03%
Wellspire, LLC IA$2.3M · 1.30%
Bethany Home IA$2.2M · 0.81%
Children's Square U.S.A. IA$2.1M · 0.52%
Luther Care Services IA$2.1M · 1.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205134602 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.