Plan Ledger DOL Form 5500 · updated monthly

I3 Group Inc.401(k)

I3 GROUP, INC. 401(K) PLAN AND TRUST · LINCOLNSHIRE, IL · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

I3 Group Inc. reported $16,601 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,186 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 2 years on file its reported administrative ratio rose from 0.02% to 0.06%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 1,215th-largest of 3,702 plans among Illinois employers on file, and the 928th of 5,215 in retail trade. In 2024, employees put in $5.30 for every $1.00 the employer contributed; active participation has grown from 138 to 377 since 2022.

Plan summary
Net assets, end of year$34,069,177
Participants with balances394
Active participants377
Employer contributions$447,117
Employee contributions$2,369,402
Employer contribution per active participant$1,186
Average account balance$86,470
Benefits paid to participants$3,865,854
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$34.1M · 394 accts · $447K emplr
2023$25.9M · 323 accts · $298K emplr
2022$19.7M · 134 accts · $159K emplr
Administrative expenses, itemized · 2024
Investment management$16,601
Total administrative$16,601
The I3 Group Inc. 401(k) match · 2024
Employer contribution per active participant$1,186
Median for plans this size$2,416
2024$1,186 per active participant
2023$976 per active participant
2022$1,153 per active participant

I3 Group Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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
NATIONWIDE · Recordkeeping · Other services$42,939
KESTRA ADVISORY SERVICES, LLC · Investment advisory (plan)$10,171
PENSION ADVISORY GROUP, LTD. · Contract administrator · Other services$5,033
AUSDAL FINANCIAL PARTNERS, INC. · Investment advisory (plan)$69

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Nationwide
2023Nationwide

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$16,601 · 0.06%
2023$3,879 · 0.02%
2022$4,782 · 0.02%
Same employer
Similar plansRetail Trade · Illinois
Xeris Pharmaceuticals, Inc. IL$35.8M · 0.22%
Rvr Management Company IL$35.4M · 0.41%
R.P. Lumber Co., Inc. IL$34.6M · 0.48%
Lakes Venture, LLC IL$33.8M · 0.65%
Sam Leman I, LLC IL$33.7M · 0.33%
Schaumburg Toyota, Inc. IL$33.7M · 0.02%
McGrath-Colosimo, LTD. IL$31.8M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363987876 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.