Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Involta Holdings
Involta Holdings 401(k)
- Professional, scientific, and technical services
- Cedar Rapids, IA
- EIN 26-0610499
- 1 plan with Schedule H financials
- Plan year 2024
- Involta Holdings, LLC
- filed as ARK Data Centers, LLC
Administrative expenses excluding investment management, per participant · ARK Data Centers, LLC 401(k) Retirement Plan · plan year 2024
$29.53
Higher than 18% of the 24,371 plans $10 to 50M that report it.
Source
= $6,850 / 232
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014152349NAL0006566434001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014152349NAL0006566434001, received 2025-10-14
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 per participant
$29.53
Higher than 11% of the 25,098 plans $10 to 50M that report it.
Source
= $6,850 / 232
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014152349NAL0006566434001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014152349NAL0006566434001, received 2025-10-14
Administrative expenses as a share of assets
0.030%
Higher than 9% of the 25,132 plans $10 to 50M that report it.
Source
= $6,850 / $23,095,452
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014152349NAL0006566434001, received 2025-10-14
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014152349NAL0006566434001, received 2025-10-14
Employer contributions per participant
$3,231
Higher than 76% of the 24,050 plans $10 to 50M that report it.
Source
= $749,643 / 232
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014152349NAL0006566434001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014152349NAL0006566434001, received 2025-10-14
Employer share of total contributions
24.3%
Higher than 38% of the 24,084 plans $10 to 50M that report it.
Source
= $749,643 / $3,083,630
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014152349NAL0006566434001, received 2025-10-14
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014152349NAL0006566434001, received 2025-10-14
Plan terms, as stated in Involta Holdings, LLC's SEC filings
Plan terms are not published in public filings.
Plan features
2A age/service-weighted · 2E profit-sharing · 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 · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251014152349NAL0006566434001, received 2025-10-14
Full record, ARK Data Centers, LLC 401(k) Retirement Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | ARK DATA CENTERS, LLC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251014152349NAL0006566434001, received 2025-10-14 |
| Plan name | ARK DATA CENTERS, LLC 401(K) RETIREMENT PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251014152349NAL0006566434001, received 2025-10-14 |
| Sponsor EIN / plan number | 26-0610499 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251014152349NAL0006566434001, received 2025-10-14 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251014152349NAL0006566434001, received 2025-10-14 |
| Sponsor location | CEDAR RAPIDS, IA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251014152349NAL0006566434001, received 2025-10-14 |
| Industry (business code) | 541600, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251014152349NAL0006566434001, received 2025-10-14 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251014152349NAL0006566434001, received 2025-10-14 |
| Filing received | 2025-10-14 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251014152349NAL0006566434001, received 2025-10-14 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251014152349NAL0006566434001, received 2025-10-14 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251014152349NAL0006566434001, received 2025-10-14 |
| Participants, beginning of year | 291 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251014152349NAL0006566434001, received 2025-10-14 |
| Active participants | 187 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251014152349NAL0006566434001, received 2025-10-14 |
| Participants, end of year | 261 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251014152349NAL0006566434001, received 2025-10-14 |
| Participants with an account balance | 232 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014152349NAL0006566434001, received 2025-10-14 |
| Total assets, beginning of year | $21,520,678 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251014152349NAL0006566434001, received 2025-10-14 |
| Total assets, end of year | $23,095,452 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014152349NAL0006566434001, received 2025-10-14 |
| Net assets, end of year | $23,095,452 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251014152349NAL0006566434001, received 2025-10-14 |
| Total income | $6,491,048 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251014152349NAL0006566434001, received 2025-10-14 |
| Net income | $1,574,774 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251014152349NAL0006566434001, received 2025-10-14 |
| Employer contributions | $749,643 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014152349NAL0006566434001, received 2025-10-14 |
| Participant contributions | $1,640,944 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251014152349NAL0006566434001, received 2025-10-14 |
| Other contributions (incl. rollovers) | $693,043 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251014152349NAL0006566434001, received 2025-10-14 |
| Total contributions | $3,083,630 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014152349NAL0006566434001, received 2025-10-14 |
| Benefit payments | $4,909,358 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251014152349NAL0006566434001, received 2025-10-14 |
| Total expenses (incl. benefit payments) | $4,916,274 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251014152349NAL0006566434001, received 2025-10-14 |
| Total administrative expenses | $6,850 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014152349NAL0006566434001, received 2025-10-14 |
| Contract administrator fees | $4,650 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251014152349NAL0006566434001, received 2025-10-14 |
| Recordkeeping fees | $0 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014152349NAL0006566434001, received 2025-10-14 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251014152349NAL0006566434001, received 2025-10-14 |
| Investment advisory and management fees | $0 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251014152349NAL0006566434001, received 2025-10-14 |
| Administrative expenses excluding investment management | $6,850 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014152349NAL0006566434001, received 2025-10-14 |
| Independent auditor | FORGE FINANCIAL AND MANAGEMENT CONS | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251014152349NAL0006566434001, received 2025-10-14 |
Position = column in the DOL layout for form year 2024. Filing 20251014152349NAL0006566434001, received 2025-10-14.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| EXECUTIVE BENEFIT SERVICES INC | THIRD PARTY ADMINISTRATO | 49 Other services | $0 | yes |
| MORNINGSTAR | INVESTMENT ADVISORY | 27 Investment advisory (plan) | $0 | yes |
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 20251014152349NAL0006566434001, received 2025-10-14.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $21,520,678 | $23,095,452 | 7.3% |
| Participants with a balance | 258 | 232 | -10.1% |
| Administrative expenses | $5,275 | $6,850 | 29.9% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $803,574 | $749,643 | -6.7% |
Prior filing 20240826105626NAL0009626497001, received 2024-08-26; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: ARK DATA CENTERS, LLC; SEC registrant: Involta Holdings, LLC (CIK 1647143, matched by EIN).