Plan Ledger DOL Form 5500 · updated monthly

Inlanta Mortgage, Inc401(k)

INLANTA MORTGAGE, INC. 401(K) PLAN · WAUKESHA, WI · plan year 2022

Reported admin expense ratio · 2022
0.45%

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

Inlanta Mortgage, Inc reported $100,759 in plan administrative expenses for 2022: 0.45% of average plan assets, higher than ~75% of peers. Employer contributions averaged $7,616 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 26,806 comparable plans and shown alongside other finance & insurance employers. By assets it is the 910th-largest of 1,936 plans among Wisconsin employers on file, and 3,199th of 4,798 in finance & insurance. In 2022, employees put in $6.10 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,492,079
Participants with balances213
Active participants36
Employer contributions$274,187
Employee contributions$1,672,613
Employer contribution per active participant$7,616
Average account balance$86,817
Benefits paid to participants$5,248,875
Plan auditUnmodified (clean) audit opinion
AuditorSIKICH
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $14K emplr
2022$18.5M · 213 accts · $274K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$100,759
Total administrative$100,759
The Inlanta Mortgage, Inc 401(k) match · 2022
Employer contribution per active participant$7,616
Median for plans this size$2,266

Inlanta Mortgage, Inc's 2022 employer contribution ran above the $2,266 median for plans its size, placing it in the top 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$100,759 · 0.45%
Similar plansFinance & Insurance · Wisconsin
T.I.C., Inc. WI$20.4M · 0.33%
Betterlife WI$19.0M · 0.18%
Blackhawk Bank WI$18.5M · 0.25%
The Retirement Advantage WI$17.2M · 0.18%
One Community Bank WI$16.8M · 0.37%
Jacsten Holdings, LLC WI$16.8M · 0.93%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 391767726 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.