Plan Ledger DOL Form 5500 · updated monthly

Corporate Insight, Inc.401(k)

CORPORATE INSIGHT, INC. 401(K) PROFIT SHARING PLAN & TRUST · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.55%

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

Corporate Insight, Inc. reported $47,967 in plan administrative expenses for 2024: 0.55% of average plan assets, above the peer median. Employer contributions averaged $3,509 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 professional & technical services employers. By assets it is among the smaller plans on file in New York (3,646th of 5,648), and 8,068th of 11,654 in professional & technical services. In 2024, employees put in $2.19 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,741,989
Participants with balances132
Active participants84
Employer contributions$294,751
Employee contributions$644,946
Employer contribution per active participant$3,509
Average account balance$73,803
Benefits paid to participants$176,400
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$45,356
Investment management$2,611
Total administrative$47,967
The Corporate Insight, Inc. 401(k) match · 2024
Employer contribution per active participant$3,509
Median for plans this size$1,313

Corporate Insight, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. 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 · 20244
EMPOWER ADVISORY GROUP, LLC · Investment management$2,611
MORGAN STANLEY SMITH BARNEY LLCindirect comp
MORGAN STANLEY INSURANCE SERVICESindirect comp

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$47,967 · 0.55%
Similar plansProfessional & Technical Services · New York
Coenterprise, LLC NY$9.9M · 0.45%
Brightfarms, Inc. NY$9.9M · 0.92%
Slce Architects LLP NY$9.7M · 0.44%
Rms Computer Corp NY$9.7M · 0.02%
Framestore Inc. NY$9.6M · 0.67%
Presencelearning, Inc. NY$9.6M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133668058 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.