Plan Ledger DOL Form 5500 · updated monthly

Insidere, LLC401(k)

INSIDERE 401(K) RETIREMENT PLAN · SALT LAKE CITY, UT · plan year 2024

Reported admin expense ratio · 2024
0.55%

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

Insidere, LLC reported $96,885 in plan administrative expenses for 2024: 0.55% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,740 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 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 290th-largest of 848 plans among Utah employers on file, and the 634th of 2,096 in real estate & leasing. In 2024, employees put in $2.60 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$21,196,320
Participants with balances489
Active participants519
Employer contributions$902,963
Employee contributions$2,350,473
Employer contribution per active participant$1,740
Average account balance$43,346
Benefits paid to participants$4,252,415
Plan auditUnmodified (clean) audit opinion
AuditorTANNER LLC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,856
Investment management$63,000
Total administrative$96,885
The Insidere, LLC 401(k) match · 2024
Employer contribution per active participant$1,740
Median for plans this size$2,416

Insidere, LLC's 2024 employer contribution ran below the $2,416 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.

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
THE WATERFORD GROUP LLC · Investment advisory (plan)$63,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$35,426

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

Recordkeeper by year2
2024July Business Services
2023DIGITAL RETIREMENT SOLUTIONS, INC., July Business Services

This plan has changed recordkeepers within these filings. If you left Insidere, LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history1
2024$96,885 · 0.55%
All plans at this employer2
INSIDE REAL ESTATE 401(K) PLAN401(k)
INSIDERE 401(K) RETIREMENT PLAN401(k)
Same employer
Similar plansReal Estate & Leasing · Utah
Snap Finance, LLC UT$32.0M · 0.36%
First Colony Mortgage Corp. UT$23.3M · 0.65%
The Boyer Company., L.C. UT$20.6M · 0.37%
Prep Co., LLC UT$9.9M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 814019017 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.