Plan Ledger DOL Form 5500 · updated monthly

Inperium, Inc.401(k)

INPERIUM & FAMILY OF SERVICES 401(K) PLAN · READING, PA · plan year 2024

Reported admin expense ratio · 2024
0.95%

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

Inperium, Inc. reported $310,216 in plan administrative expenses for 2024: 0.95% of average plan assets, higher than ~90% of peers. 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 0.95%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,006th-largest of 3,651 plans among Pennsylvania employers on file, and the 2,356th of 11,911 in health care & social assistance. In 2024, employees put in $9250.00 for every $1.00 the employer contributed; active participation has grown from 2,493 to 4,115 since 2022.

Plan summary
Net assets, end of year$37,378,515
Participants with balances3,082
Active participants4,115
Employer contributions$628
Employee contributions$5,808,998
Employer contribution per active participant$0
Average account balance$12,128
Benefits paid to participants$4,099,880
Plan auditUnmodified (clean) audit opinion
AuditorMAHER DUESSEL
Plan history3
Yearassets · accounts · employer contribution
2024$37.4M · 3,082 accts · $628 emplr
2023$28.1M · 2,577 accts
2022$22.3M · 1,967 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$248,444
Investment management$61,772
Total administrative$310,216
The Inperium, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Inperium, Inc.'s 2024 employer contribution ran below the $2,416 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
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$248,444
M HOLDINGS, SECURITIES, INC · Investment advisory (plan)$61,772

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$310,216 · 0.95%
2023$228,023 · 0.90%
2022$212,320 · 0.93%
Similar plansHealth Care & Social Assistance · Pennsylvania
Butler Medical Providers PA$39.6M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 811159891 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.