Plan Ledger DOL Form 5500 · updated monthly

Insight Sourcing Group, Inc.401(k)

INSIGHT SOURCING GROUP, INC. 401(K) PROFIT SHARING PLAN · NORCROSS, GA · plan year 2023

Reported admin expense ratio · 2023
0.06%

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

Insight Sourcing Group, Inc. reported $16,510 in plan administrative expenses for 2023: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,597 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 rose from 0.06% to 0.09%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 668th-largest of 2,160 plans among Georgia employers on file, and the 4,194th of 11,654 in professional & technical services. In 2023, employees put in $3.57 for every $1.00 the employer contributed; active participation has grown from 254 to 282 since 2022.

Plan summary
Net assets, end of year$29,846,221
Participants with balances386
Active participants282
Employer contributions$1,014,484
Employee contributions$3,624,789
Employer contribution per active participant$3,597
Average account balance$77,322
Benefits paid to participants$2,602,477
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.4M · 282 accts · $211K emplr
2023$29.8M · 386 accts · $1.0M emplr
2022$22.8M · 348 accts · $730K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$16,510
Total administrative$16,510
The Insight Sourcing Group, Inc. 401(k) match · 2023
Employer contribution per active participant$3,597
Median for plans this size$2,440
2024$52,731 per active participant
2023$3,597 per active participant
2022$2,875 per active participant

Insight Sourcing Group, Inc.'s 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
LEAFHOUSE FINANCIAL ADVISORS, LLC$13,210
LOREN D. STARK COMPANY · Other servicesindirect comp

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$22,282 · 0.09%
2023$16,510 · 0.06%
2022$13,761 · 0.06%
Same employer
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Ivision Scale, LLC GA$30.8M · 0.40%
Smith and Howard PC GA$30.2M · 0.17%
Business Software, Inc. GA$29.6M · 0.14%
Hancock, Askew & Co., LLP GA$29.5M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 550793869 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.