Plan Ledger DOL Form 5500 · updated monthly

Inca Community Services, Inc.401(k)

EMPLOYEE BENEFIT PLAN OF INCA COMMUNITY SERVICES, INC. · TISHOMINGO, OK · plan year 2023

Reported admin expense ratio · 2023
0.01%

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

Inca Community Services, Inc. reported $270 in plan administrative expenses for 2023: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,689 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 fell from 0.014% to 0.008%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Oklahoma (591st of 724), and 2,570th of 3,341 in other services. In 2023, employees put in $1.01 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,448,264
Participants with balances107
Active participants62
Employer contributions$104,706
Employee contributions$106,180
Employer contribution per active participant$1,689
Average account balance$32,227
Benefits paid to participants$112,219
Plan auditUnmodified (clean) audit opinion
AuditorMETZ CPA, PPLC
Plan history2
Yearassets · accounts · employer contribution
2023$3.4M · 107 accts · $105K emplr
2022$2.9M · 113 accts · $98K emplr
The Inca Community Services, Inc. 401(k) match · 2023
Employer contribution per active participant$1,689
Median for plans this size$1,308
2023$1,689 per active participant
2022$1,635 per active participant

Inca Community Services, Inc.'s 2023 employer contribution ran above the $1,308 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.

Service providers · 20231
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$270

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

Administrative cost history2
2023$270 · 0.01%
2022$429 · 0.01%
Similar plansOther Services · Oklahoma
Marilyn Ihloff, Inc. OK$3.3M · 0.11%
Seneca Cayuga Nation OK$2.8M · 0.75%

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Source: U.S. Department of Labor, Form 5500 series, EIN 730785941 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.