Plan Ledger DOL Form 5500 · updated monthly

Innovation First International, Inc.401(k)

INNOVATION FIRST INTERNATIONAL 401(K) PROFIT SHARING PLAN AND TRUST · GREENVILLE, TX · plan year 2025

Employer contribution per participant · 2025
$3,220

Innovation First International, Inc.'s 2025 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $31,192,592 across 199 participant accounts, with employer contributions averaging $3,220 per active participant. See methodology for what Form 5500 does and doesn't capture.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.02%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,501st-largest of 5,688 plans among Texas employers on file, and the 4,046th of 11,654 in professional & technical services. In 2025, employees put in $2.33 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$31,192,592
Participants with balances199
Active participants177
Employer contributions$570,009
Employee contributions$1,328,422
Employer contribution per active participant$3,220
Average account balance$156,747
Benefits paid to participants$844,856
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$31.2M · 199 accts · $570K emplr
2024$25.2M · 187 accts · $510K emplr
2023$20.8M · 170 accts · $496K emplr
2022$17.3M · 177 accts · $502K emplr
Administrative expenses, itemized · 2025
Investment management$3,780
Total administrative-$12,445
The Innovation First International, Inc. 401(k) match · 2025
Employer contribution per active participant$3,220
Median for plans this size$2,666
2025$3,220 per active participant
2024$2,883 per active participant
2023$3,178 per active participant
2022$2,616 per active participant

Innovation First International, Inc.'s 2025 employer contribution ran above the $2,666 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.

Service providers · 20252
WORLD INVESTMENT ADVISORS, LLC · Investment advisory (plan)$23,500
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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

Administrative cost history4
2025Not separately reported
2024$5,751 · 0.02%
2023$6,284 · 0.03%
2022$4,676 · 0.03%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 271530354 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.