401k Record

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Immuta 401(k)

Recordkeeping fees per participant · Immuta, Inc. 401(k) Plan · plan year 2024

$149.16

Higher than 77% of the 14,075 plans $10 to 50M that report it.

Source

= $28,490 / 191
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014141209NAL0004204400001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014141209NAL0004204400001, received 2025-10-14

10th: $10.53median $83.9490th: $217.08

Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-14.

Cost and contributions

Administrative expenses excluding investment management, per participant

$149.16

10th: $15.36median $118.8890th: $340.63

Higher than 60% of the 24,371 plans $10 to 50M that report it.

Source

= $28,490 / 191
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014141209NAL0004204400001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014141209NAL0004204400001, received 2025-10-14

Administrative expenses per participant

$323.74

10th: $26.86median $197.2590th: $456.10

Higher than 76% of the 25,098 plans $10 to 50M that report it.

Source

= $61,834 / 191
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014141209NAL0004204400001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014141209NAL0004204400001, received 2025-10-14

Administrative expenses as a share of assets

0.426%

10th: 0.035%median 0.289%90th: 0.599%

Higher than 73% of the 25,132 plans $10 to 50M that report it.

Source

= $61,834 / $14,512,041
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014141209NAL0004204400001, received 2025-10-14
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014141209NAL0004204400001, received 2025-10-14

Employer contributions per participant

$2

10th: $664median $2,07490th: $4,751

Higher than 0% of the 24,050 plans $10 to 50M that report it.

Source

= $292 / 191
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014141209NAL0004204400001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014141209NAL0004204400001, received 2025-10-14

Employer share of total contributions

0.0%

10th: 13.1%median 27.9%90th: 45.2%

Higher than 0% of the 24,084 plans $10 to 50M that report it.

Source

= $292 / $3,909,973
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014141209NAL0004204400001, received 2025-10-14
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014141209NAL0004204400001, received 2025-10-14

Plan terms, as stated in Immuta, Inc.'s SEC filings

Plan terms are not published in public filings.

Plan features

2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · 2E profit-sharing · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251014141209NAL0004204400001, received 2025-10-14

Full record, Immuta, Inc. 401(k) Plan

FieldValueSource
Plan sponsorIMMUTA, INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251014141209NAL0004204400001, received 2025-10-14
Plan nameIMMUTA, INC. 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20251014141209NAL0004204400001, received 2025-10-14
Sponsor EIN / plan number47-1877648 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251014141209NAL0004204400001, received 2025-10-14
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251014141209NAL0004204400001, received 2025-10-14
Sponsor locationBOSTON, MAForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251014141209NAL0004204400001, received 2025-10-14
Industry (business code)541511, Professional, scientific, and technical servicesForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20251014141209NAL0004204400001, received 2025-10-14
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251014141209NAL0004204400001, received 2025-10-14
Filing received2025-10-14Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251014141209NAL0004204400001, received 2025-10-14
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251014141209NAL0004204400001, received 2025-10-14
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20251014141209NAL0004204400001, received 2025-10-14
Participants, beginning of year266Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251014141209NAL0004204400001, received 2025-10-14
Active participants163Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251014141209NAL0004204400001, received 2025-10-14
Participants, end of year232Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251014141209NAL0004204400001, received 2025-10-14
Participants with an account balance191Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014141209NAL0004204400001, received 2025-10-14
Total assets, beginning of year$10,867,816Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251014141209NAL0004204400001, received 2025-10-14
Total assets, end of year$14,512,041Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014141209NAL0004204400001, received 2025-10-14
Net assets, end of year$14,512,041Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251014141209NAL0004204400001, received 2025-10-14
Total income$5,599,707Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251014141209NAL0004204400001, received 2025-10-14
Net income$3,644,225Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251014141209NAL0004204400001, received 2025-10-14
Employer contributions$292Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014141209NAL0004204400001, received 2025-10-14
Participant contributions$2,341,897Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251014141209NAL0004204400001, received 2025-10-14
Other contributions (incl. rollovers)$1,567,784Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251014141209NAL0004204400001, received 2025-10-14
Total contributions$3,909,973Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014141209NAL0004204400001, received 2025-10-14
Benefit payments$1,882,375Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251014141209NAL0004204400001, received 2025-10-14
Total expenses (incl. benefit payments)$1,955,482Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251014141209NAL0004204400001, received 2025-10-14
Total administrative expenses$61,834Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014141209NAL0004204400001, received 2025-10-14
Contract administrator fees$0Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251014141209NAL0004204400001, received 2025-10-14
Recordkeeping fees$28,490Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014141209NAL0004204400001, received 2025-10-14
IQPA audit fees$0Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251014141209NAL0004204400001, received 2025-10-14
Investment advisory and management fees$33,344Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251014141209NAL0004204400001, received 2025-10-14
Administrative expenses excluding investment management$28,490derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014141209NAL0004204400001, received 2025-10-14
Held in master trusts$0Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251014141209NAL0004204400001, received 2025-10-14
Held in common/collective trusts$478,605Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251014141209NAL0004204400001, received 2025-10-14
Held in mutual funds$13,904,238Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251014141209NAL0004204400001, received 2025-10-14
Independent auditorTAWNEY, PLLCSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251014141209NAL0004204400001, received 2025-10-14

Position = column in the DOL layout for form year 2024. Filing 20251014141209NAL0004204400001, received 2025-10-14.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
TWELVE POINTS WEALTH MANAGEMENT LLADVISOR 27 Investment advisory (plan) $33,344no
FIDELITY INVESTMENTS INSTITUTIONALrecordkeeperRECORDKEEPER 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees $28,490yes

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251014141209NAL0004204400001, received 2025-10-14.

What changed since the 2023 plan year

Figure20232024Change
Total assets$10,867,816$14,512,04133.5%
Participants with a balance210191-9.0%
Administrative expenses$30,935$61,83499.9%
Recordkeeping fees per participant$147.31$149.161.3%
Employer contributions$0$292

Prior filing 20250404104142NAL0007318451001, received 2025-04-04; the plan years are contiguous.

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Sponsor name as filed: IMMUTA, INC.; SEC registrant: Immuta, Inc. (CIK 1645903, matched by EIN).