Plan Ledger DOL Form 5500 · updated monthly

In-Situ Inc401(k)

IN-SITU INC 401(K) PROFIT SHARING PLAN · FORT COLLINS, CO · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

In-Situ Inc reported $9,807 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,790 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 5 years on file its reported administrative ratio rose from 0.02% to 0.05%. 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 521st-largest of 1,461 plans among Colorado employers on file, and the 5,899th of 13,661 in manufacturing. In 2024, employees put in $3.46 for every $1.00 the employer contributed; active participation has grown from 151 to 189 since 2019.

Plan summary
Net assets, end of year$20,193,728
Participants with balances244
Active participants189
Employer contributions$527,340
Employee contributions$1,825,751
Employer contribution per active participant$2,790
Average account balance$82,761
Benefits paid to participants$1,702,623
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2024$20.2M · 244 accts · $527K emplr
2023$17.3M · 275 accts · $531K emplr
2022$13.0M · 272 accts · $518K emplr
2019$8.5M · 178 accts · $308K emplr
The In-Situ Inc 401(k) match · 2024
Employer contribution per active participant$2,790
Median for plans this size$2,416
2024$2,790 per active participant
2023$2,269 per active participant
2022$2,356 per active participant
2019$2,040 per active participant

In-Situ Inc's 2024 employer contribution ran above 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 · 20247
T. ROWE PRICE RPS, INC. · Recordkeeping · Trustee$9,807
ALLSPRING GLOBAL FUNDS · Investment managementindirect comp
VICTORY FUNDS · Investment managementindirect comp
DIMENSIONAL FUNDS · Investment managementindirect comp
PRUDENTIAL JENNISON · Investment managementindirect comp
FIDELITY · Investment managementindirect comp
JP MORGAN FUNDS · Investment managementindirect comp

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

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

Administrative cost history4
2024$9,807 · 0.05%
2023$6,325 · 0.04%
2022$2,780 · 0.02%
2019$1,250 · 0.02%
Same employer
Similar plansManufacturing · Colorado
Honeybee Robotics LLC CO$24.1M · 0.10%
Quantinuum LLC CO$21.9M · 0.33%
Boa Technology Inc. CO$21.2M · 0.03%
Odell Brewing Company CO$20.7M · 0.36%
Spectralink Corporation CO$19.6M · 0.16%
Bestop, Inc. CO$19.4M · 0.29%
Trustile Doors, LLC CO$18.5M · 0.73%
Stoneage, Inc. CO$18.1M · 0.25%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 830245889 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.