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Department of Labor filing

IVY TECHNOLOGY, LLC

IVY TECHNOLOGY 401K RETIREMENT SAVINGS PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Dec 9, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

13filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support
$11

Reported employer contributions per active participant.

Higher than about 2% of comparable plans
#People in the filing
432

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$183 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 40% of comparable plans
↗Investment performance
Not available

Plan assets changed 13.7%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202413out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions2nd percentileTypical peer $1,487 · based on 210 comparable plans
Lower reported administrative expense40th percentileTypical peer $149 · based on 216 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, IVY TECHNOLOGY, LLC reported $4,611 in employer contributions across the plan and 432 active participants. That works out to $11 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy78%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendNot enough history

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 25.9%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context13/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$4,611
Participant contributions
$1,124,788
Other contributions
$29,011
Employer share of reported contributions
0.4%
Beginning assets
$9,206,435
Ending assets
$10,463,548
Ending net assets
$10,463,548
Ending liabilities
$0
Total income
$2,322,378
Total expenses
$1,065,265
Administrative expenses
$83,063
Participant loans
$315,592

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
Not reported
2023
$13
2024
$11
Plan-paid administrative expenses per participant
2022
$246
2023
$161
2024
$183
Active participants
2022
427
2023
350
2024
432
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$1143210.5M20251209160123NAL0004119088001
2023$133509.2M20241013101022NAL0012384883001
2022Not reported4278.3M20231014074613NAL0034692353001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
3.0%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
832258671-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Aug 1, 2019
Industry
Other services
Amended filing
Yes
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2S2T3D3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
ALLIANCEBERNSTEIN L.P.2024Not reportedunknown
ALLIANZ GLOBAL INVESTORS DISTRIBUTO2024Not reportedunknown
ALLSPRING GLOBAL INVESTMENTS2024Not reportedunknown
AMERICAN FUNDS DISTRIBUTORS, INC.2024Not reportedunknown
BARON CAPITAL2024Not reportedunknown
DELAWARE INVESTMENTS2024Not reportedunknown
FIDELITY DISTRIBUTORS CORP.2024Not reportedunknown
GUARDIAN INVESTOR SERVICES, LLC2024Not reportedunknown
J.P. MORGAN INVESTMENT MANAGEMENT2024Not reportedunknown
JANUS DISTRIBUTORS, LLC2024Not reportedunknown
LORD ABBETT DISTRIBUTOR, LLC2024Not reportedunknown
METROPOLITAN LIFE2024Not reportedunknown
MFS FUND DISTRIBUTORS, INC.2024Not reportedunknown
NATIXIS DISTRIBUTORS, L.P.2024Not reportedunknown
VANGUARD2024Not reportedunknown
WILLIAM BLAIR2024Not reportedunknown

Current plan terms

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Filing ACK_ID20251209160123NAL0004119088001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗