Plan Ledger DOL Form 5500 · updated monthly

I & S Group, Inc.ESOP

I&S GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN · MANKATO, MN · plan year 2023

Reported admin expense ratio · 2023
0.01%

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

I & S Group, Inc. reported $4,975 in plan administrative expenses for 2023: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,969 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.

Across the 1 year on file its reported administrative ratio rose from 0.00% to 0.01%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other professional & technical services employers. By assets it is the 350th-largest of 1,918 plans among Minnesota employers on file, and the 1,918th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$75,844,530
Participants with balances559
Active participants437
Employer contributions$1,297,501
Employee contributions—
Employer contribution per active participant$2,969
Average account balance$135,679
Benefits paid to participants$613,219
Plan auditUnmodified (clean) audit opinion
AuditorABDO LLP
Plan history2
Yearassets · accounts · employer contribution
2023$75.8M · 559 accts · $1.3M emplr
2022$71.5M · 449 accts · $853K emplr
Employer contributions to the I & S Group, Inc. plan · 2023
Employer contribution per active participant$2,969
Median for plans this size$3,659
2023$2,969 per active participant
2022$2,164 per active participant

I & S Group, Inc.'s 2023 employer contribution ran below the $3,659 median for plans its size. 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$4,975 · 0.01%
2022$40 · 0.00%
All plans at this employer2
ISG 401(K) PLAN401(k)
I&S GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
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Emp Serv, LLC MN$72.4M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 410995051 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.