Plan Ledger DOL Form 5500 · updated monthly

Incorta, Inc.401(k)

INCORTA, INC. 401(K) PLAN · FOSTER CITY, CA · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

Incorta, Inc. reported $29,965 in plan administrative expenses for 2024: 0.47% of average plan assets, below the peer median. Employer contributions averaged $0 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 3 years on file its reported administrative ratio has held roughly steady near 0.47%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (6,456th of 9,483), and 9,160th of 11,654 in professional & technical services. active participation has shrunk from 100 to 63 since 2022.

Plan summary
Net assets, end of year$6,619,906
Participants with balances126
Active participants63
Employer contributions$0
Employee contributions$868,346
Employer contribution per active participant$0
Average account balance$52,539
Benefits paid to participants$1,315,913
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.6M · 126 accts
2023$6.2M · 143 accts
2022$5.1M · 174 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,894
Investment management$11,071
Total administrative$29,965
The Incorta, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Incorta, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20242
EMPOWER ADVISORY GROUP, LLC · Investment management$11,071

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

Administrative cost history3
2024$29,965 · 0.47%
2023$24,683 · 0.44%
2022$25,073 · 0.45%
Same employer
Similar plansProfessional & Technical Services · California
Vetncare Mso LLC CA$6.7M · 0.87%
Dgn Technologies Inc CA$6.7M · 0.04%
Arcules, Inc. CA$6.6M · 0.49%
Matonee Inc CA$6.6M · 0.18%
Embark Trucks, Inc. CA$6.6M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 464382878 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.