Plan Ledger DOL Form 5500 · updated monthly

Insight Regroup Holdings, Inc.401(k)

INSIGHT REGROUP HOLDINGS, INC. 401(K) PLAN · MT. LAUREL, NJ · plan year 2024

Reported admin expense ratio · 2024
0.71%

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

Insight Regroup Holdings, Inc. reported $105,756 in plan administrative expenses for 2024: 0.71% of average plan assets, higher than ~90% of peers. Employer contributions averaged $597 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 2 years on file its reported administrative ratio fell from 0.76% to 0.71%. 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 1,165th-largest of 2,419 plans among New Jersey employers on file, and the 4,161st of 11,911 in health care & social assistance. In 2024, employees put in $11.52 for every $1.00 the employer contributed; active participation has shrunk from 535 to 454 since 2022.

Plan summary
Net assets, end of year$16,809,374
Participants with balances520
Active participants454
Employer contributions$271,154
Employee contributions$3,123,424
Employer contribution per active participant$597
Average account balance$32,326
Benefits paid to participants$2,518,446
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.8M · 520 accts · $271K emplr
2023$13.0M · 523 accts · $311K emplr
2022$8.7M · 482 accts · $324K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$65,174
Investment management$40,582
Total administrative$105,756
The Insight Regroup Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$597
Median for plans this size$2,416
2024$597 per active participant
2023$661 per active participant
2022$606 per active participant

Insight Regroup Holdings, 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$65,174
KESTRA INVESTMENT SERVICES LLC · Investment advisory (plan)$35,627

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

Administrative cost history3
2024$105,756 · 0.71%
2023$93,621 · 0.86%
2022$61,926 · 0.76%
Similar plansHealth Care & Social Assistance · New Jersey
Bcd Health Partners, LLC NJ$17.4M · 0.02%
Bl Manager, LLC NJ$17.0M · 0.50%
Cmg Chelsea, LLC NJ$16.4M · 0.79%
Dialyze Direct, LLC NJ$16.1M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 843687007 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.