Plan Ledger DOL Form 5500 · updated monthly

Innovative Intelligent Solutions401(k)

INNOVATIVE INTELLIGENT SOLUTIONS 401(K) PLAN · PLANO, TX · plan year 2022

Reported admin expense ratio · 2022
0.59%

Innovative Intelligent Solutions reported $3,143 in plan administrative expenses for 2022: 0.59% of average plan assets, below the peer median. 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 fell from 0.72% to 0.59%. The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Texas (5,482nd of 5,688), and 11,449th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$430,598
Participants with balances9
Active participants191
Employer contributions—
Employee contributions$72,050
Employer contribution per active participant—
Average account balance$47,844
Benefits paid to participants$172,459
Plan auditUnmodified (clean) audit opinion
AuditorINNOVATIVE INTELLIGENT SOLUTIONS
Plan history2
Yearassets · accounts · employer contribution
2022$431K · 9 accts
2019$312K · 11 accts
Administrative expenses, itemized · 2022
Investment management$2,270
Total administrative$3,143
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
2022$3,143 · 0.59%
2019$1,687 · 0.72%
Similar plansProfessional & Technical Services · Texas
Premier Logitech LLC TX$516K · 0.13%
Ww Management LLC TX$456K · 1.15%
Buzzclan LLC TX$443K · 2.43%
Jol Healthcare Inc TX$322K · 0.99%
Cbg Surveying Texas, LLC TX$322K · 3.63%
Austin Pets Alive, Inc. TX$321K · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205207587 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.