My Plan Facts

Inktavo, LLC 401(k) Plan401(k) plan: employer contributions, fees and assets

Form 5500 for plan year 2025

The filing shows $3,973 of employer contributions for each active participant in the plan year that ended 31 Dec 2025. Form 5500 does not state the match formula.

Sponsor
Inktavo, LLC, Dallas, TX
EIN and plan number
88-1332161, plan 001
Plan type
401(k). Single-employer plan
Plan year
to
Filing received

What this filing shows

At the end of the plan year that ended 31 Dec 2025, the plan had 155 participants.

Net assets were $7,569,983 at the end of that plan year.

Employer contributions were $3,973 for each active participant in that plan year.

Participant contributions were $8,258 for each active participant.

By participants, it was number 4,216 of 4,943 defined contribution plans with 100 or more participants and a filing address in Texas.

By net assets, it was number 3,586 of 4,671.

This page gives no change from plan year 2024, because the site has no filing of the plan for that year.

Its employer contributions for each active participant were $3,973 in plan year 2025.

The median of defined contribution plans with 100 to 249 participants was $2,447 in plan year 2024.

Form 5500 does not state the match formula.

What Form 5500 does not show

  • The match formula. The form gives the total of the employer contributions for a plan year.
  • Fund expense ratios. The fees on the form are the administrative expenses of the plan and the Schedule C compensation.
  • The account of a person. The form gives totals for the plan.

Guide: what Form 5500 shows and does not show

While applicable plans are required to file a Form 5500 or Form 5500-SF annually, multiple filings may exist for a plan’s single form year if a plan amends their original filing or if a duplicate filing was erroneously submitted.

The dataset listed as “Latest” includes only the latest filing received for a plan with a filing status of “FILING_RECEIVED”.

EBSA wrote these sentences. Copied from Employee Benefits Security Administration, Form 5500 Datasets Guide on .

In plain words: this page shows the latest filing on record for each plan. A plan can amend a filing, and an amended filing replaces the earlier one at the next update. Source of the figures: the Form 5500 datasets, filings received through . The Department of Labor received this filing on .

Contributions

Position among plans of the same type and size. The group: 22,108 defined contribution plans with 100 to 249 participants, plan year 2024. The percentiles set the latest figures of this plan against the group of plan year 2024.

Employer contributionsPlan year that ended 31 Dec 2025. Cash from employers, Schedule H line 2a(1)(A)
$448,977
Active participants31 Dec 2025
113
Employer contributions for each active participant
$3,973
Among plans of the same type and size$3,973plan year 2024

The plan is at the 71st percentile of the group. The quartiles of the group are $1,250, $2,447 and $4,395. Among plans of the same sector, the plan is at the 61st percentile.

Participant contributionsPlan year that ended 31 Dec 2025
$933,193
Rollovers and other contributions
$0
Participant contributions for each active participant
$8,258
Among plans of the same type and size$8,258plan year 2024

The plan is at the 76th percentile of the group of 20,744 plans. The quartiles of the group are $3,077, $5,003 and $8,036. Among plans of the same sector, the plan is at the 47th percentile.

Total contributionsPlan year that ended 31 Dec 2025. Schedule H line 2a(3)
$1,382,170

A percentile gives a position in the group. It does not grade the plan. Groups: plans with 100 to 249 participants, Professional, scientific and technical services sector.

Fees that the filing shows

The fees on this page are the administrative expenses of the plan and the Schedule C compensation. Fund expense ratios are not in Form 5500.

Contract administrator fees
$33,864
Administrative expenses, Schedule HPlan year that ended 31 Dec 2025
$33,864
Administrative expenses for each participant$218plan year 2024

The plan is at the 59th percentile of the group. The quartiles of the group are $53.32, $176 and $310. Among plans of the same sector, the plan is at the 67th percentile.

Direct compensation
$32,839
Indirect compensation
$0
Schedule C compensation to organisationsPlan year that ended 31 Dec 2025
$32,839
Schedule C compensation for each participant$212plan year 2024

The plan is at the 54th percentile of the group. The quartiles of the group are $79.80, $194 and $331. Among plans of the same sector, the plan is at the 64th percentile.

The group for a fee line has only the plans that report an amount. Guide: how to read Schedule C fees

Assets and participants

Net assets at the start of the plan year
$5,323,071
Total income, with the result of the investments
$2,462,984
Benefits paid
$182,208
Total expenses
$216,072
Net income
$2,246,912
Net transfers
$0
Net assets, 31 Dec 2025
$7,569,983
Active participants
113
Retired or separated, with benefits now
2
Retired or separated, with benefits later
40
Participants with an account balance
130
Participants, 31 Dec 2025
155
Net assets for each participant$48,839plan year 2024

The plan is at the 41st percentile of the group. The quartiles of the group are $32,536, $60,164 and $105,654. Among plans of the same sector, the plan is at the 31st percentile.

Net assets for each participant is an average of the plan. Form 5500 has no account balance of a person.

The site has one filing of this plan on record, so it shows no figures of earlier plan years.

Assets by Schedule H category, 31 Dec 2025

Pooled separate accounts
$7.4M 98.1%
Participant loans
$99K 1.3%
Receivables
$46K 0.6%

The form shows the type of the investment vehicle. It does not list the funds of the plan.

Service providers on Schedule C

Organisations that Inktavo, LLC 401(k) Plan paid $5,000 or morePlan year that ended 31 Dec 2025. Service codes and amounts as filed.
OrganisationServices in the filingDirect compensationIndirect compensation
John Hancock USARecordkeeping and information management$16,863$0
Cah Advisors,llcInvestment advisory (participants)$15,976$0

Schedule C lists a provider only when the plan paid it $5,000 or more. The site does not show persons that Schedule C names.

Other answers in the filing

Opinion of the accountantSchedule H line 3a
Unmodified
Accountant performed an ERISA section 103(a)(3)(C) auditSchedule H line 3b
Yes
Accounting firmSchedule H line 3c
Pension Assurance LLP
Failure to transmit participant contributionsSchedule H line 4a
Yes, $600
Fidelity bondSchedule H line 4d
Yes, $500,000
Blackout period in the plan yearSchedule H line 4m
No
  • 2FERISA section 404(c) plan
  • 2GTotal participant-directed account plan
  • 2JCode section 401(k) feature
  • 2KCode section 401(m) arrangement
  • 2TTotal or partial participant-directed account plan with a default investment account
  • 3DPre-approved pension plan

Plan characteristics codes of line 8a, with the labels of the Form 5500 instructions. Business code 541511: Custom Computer Programming Services.

The plan administrator gives these answers on Schedule H. The site shows the answers as filed. It draws no conclusion from them.

Line 3a. The attached opinion of an independent qualified public accountant for this plan is (see instructions): The form has four choices: unmodified, qualified, disclaimer and adverse. Glossary

Line 4a. Was there a failure to transmit to the plan any participant contributions within the time period described in 29 CFR 2510.3-102? Continue to answer “Yes” for any prior year failures until fully corrected. (See instructions and DOL’s Voluntary Fiduciary Correction Program.) A “Yes” answer carries an amount. The line does not say why a transfer was late. Glossary

Form text copied from Department of Labor, Schedule H (Form 5500), editions 2024 and 2025 on .

Plans of similar size in the same industry

Plans with the same plan type and business code, nearest in number of participantsThe list is for navigation. Its order is not a rank.
PlanSponsorParticipants
Second Dinner Studios, Inc. 401(k) PlanSecond Dinner Studios, Inc.155
Supportninja 401(k) PlanNinja Partners Inc.155
Second Dinner Studios, Inc. 401(k) PlanSecond Dinner Studios, Inc.155
Flooid, Inc. 401(k) Retirement Savings PlanFlooid, Inc.155
Sendbird, Inc. 401(k) PlanSendbird, Inc.156
Consensus Sales 401(k) PlanConsensus Sales, LLC155
Case Consulting LLC 401(k) P/s PlanCase Consulting LLC157
Procede Software 401(k) PlanProcede Software LP155
Secureframe Inc. 401(k) PlanSecureframe Inc.157
Lti Technology Solutions Employee Stock Ownership PlanLti Technology Solutions153

Official channels

The links open the sites of the Department of Labor in a new tab. The site confirmed the links on .

Cite this page

My Plan Facts. "Inktavo, LLC 401(k) Plan." https://myplanfacts.com/plan/881332161-001-inktavo-llc-401-k-plan/. Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 datasets, filings received through 24 Oct 2026.

Where this page gets its figures

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 datasets (Form 5500, Schedule H, Schedule C), plan years 2009 to 2025. The datasets are in the public domain. This page shows the latest filing on record for EIN 88-1332161, plan 001. An amended filing replaces it at the next update. The site calculates the figures for each participant, the quartiles and the percentiles. How the figures are made. Report an error.

Search engines do not list this page. The site asks for 500 participants or more, a second filing on record, and net assets and an employer contributions line on Schedule H.

Questions

Does the filing show the employer match?

No. Form 5500 does not state the match formula. The filing shows total employer contributions of $448,977 for the plan year that ended 31 Dec 2025. Participants contributed $933,193 in total in that plan year.

What fees does the filing show?

The plan reported $33,864 of administrative expenses for the plan year that ended 31 Dec 2025. Schedule C shows $32,839 of compensation to service providers. Fund expense ratios are not in Form 5500.

Which organisations give services to the plan?

Schedule C of the filing names 2 organisations. The table of service providers on this page gives the names, the services and the amounts. Schedule C lists a provider only when the plan paid it $5,000 or more.

How old are these figures?

The figures are for the plan year from 1 Jan 2025 to 31 Dec 2025. The Department of Labor received the filing on 14 Oct 2026. A filing is due by the last day of the 7th month after the plan year ends. An extension allows up to 9.5 months after the plan year ends.