Plan Ledger DOL Form 5500 · updated monthly

Incentive Promotions Inc401(k)

INCENTIVE PROMOTIONS INC 401K PROFIT SHARING PLAN · LODI, CA · plan year 2022

Reported admin expense ratio · 2022
0.57%

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

Incentive Promotions Inc reported $48,026 in plan administrative expenses for 2022: 0.57% of average plan assets, above the peer median. Employer contributions averaged $1,069 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in California (5,799th of 9,483), and 3,087th of 4,246 in wholesale trade. In 2022, the employer put in $1.06 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$8,787,777
Participants with balances168
Active participants353
Employer contributions$377,288
Employee contributions$357,429
Employer contribution per active participant$1,069
Average account balance$52,308
Benefits paid to participants$608,762
Plan auditUnmodified (clean) audit opinion
AuditorSCHWARTZ GIANNINI LANTSBERGER
Administrative expenses, itemized · 2022
Investment management$41,376
Professional / advisory$6,650
Total administrative$48,026
The Incentive Promotions Inc 401(k) match · 2022
Employer contribution per active participant$1,069
Median for plans this size$1,114

Incentive Promotions Inc's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$48,026 · 0.57%
Same employer
Similar plansWholesale Trade · California
Blue Mountain Arts, Inc. CA$9.0M · 0.01%
California Faucets, Inc. CA$9.0M · 0.86%
Cass, Inc. CA$8.8M · 0.43%
Lollicup USA, Inc. CA$8.7M · 1.07%
Fry Reglet Corporation CA$8.5M · 0.04%
Mountz, Inc. CA$8.3M · 0.86%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941581836 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.