Plan Ledger DOL Form 5500 · updated monthly

I3 Technology Group, LLC401(k)

I3 TECHNOLOGY GROUP, LLC 401K PLAN · BINGHAMTON, NY · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

I3 Technology Group, LLC reported $21,282 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. Employer contributions averaged $1,388 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 $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 2,635th-largest of 5,648 plans among New York employers on file, and the 6,248th of 13,661 in manufacturing. In 2024, employees put in $2.34 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,391,839
Participants with balances307
Active participants386
Employer contributions$535,698
Employee contributions$1,253,917
Employer contribution per active participant$1,388
Average account balance$59,908
Benefits paid to participants$2,759,414
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,663
Trustee / custodial$15,619
Total administrative$21,282
The I3 Technology Group, LLC 401(k) match · 2024
Employer contribution per active participant$1,388
Median for plans this size$2,416

I3 Technology Group, LLC's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
EPIC RETIREMENT PLAN SERVICES · Recordkeeping · Loan processingindirect comp
NBT BANK, N.A. · Trustee$21,282
CHARLES SCHWAB TRUST BANK · Custodial (securities)indirect 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$21,282 · 0.14%
Same employer
Similar plansManufacturing · New York
Kari-Out NY$19.0M · 0.50%
Reid Petroleum Corporation NY$18.8M · 0.40%
Taylor Devices, Inc. NY$18.6M · 0.39%
Crucible Industries, LLC NY$18.2M · 0.27%
G. a. Braun Incorporated NY$18.1M · 0.09%
Pico Electronics, Inc. NY$18.1M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 874370731 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.