I Squared Capital Advisors US Ll401(k)
I SQUARED 401(K) PLAN · MIAMI, FL · plan year 2023
I Squared Capital Advisors US Ll reported $1,450 in plan administrative expenses for 2023: 0.02% of average plan assets, lower than ~75% of peers. 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 0.01% to 0.02%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Florida (2,038th of 3,644), and 4,187th of 4,798 in finance & insurance.
Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 412281782 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.