Plan Ledger DOL Form 5500 · updated monthly

Insitu, Inc.401(k)

INSITU, INC. 401(K) PLAN · BINGEN, WA · plan year 2025

Reported admin expense ratio · 2025
0.12%

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

Insitu, Inc. reported $188,762 in plan administrative expenses for 2025: 0.12% of average plan assets, above the peer median. Employer contributions averaged $5,099 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 4 years on file its reported administrative ratio has held roughly steady near 0.12%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other professional & technical services employers. By assets it is the 123rd-largest of 1,714 plans among Washington employers on file, and the 997th of 11,654 in professional & technical services. In 2025, employees put in $2.48 for every $1.00 the employer contributed; active participation has shrunk from 798 to 477 since 2022.

Plan summary
Net assets, end of year$158,435,411
Participants with balances811
Active participants477
Employer contributions$2,432,133
Employee contributions$6,019,858
Employer contribution per active participant$5,099
Average account balance$195,358
Benefits paid to participants$18,121,428
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$158.4M · 811 accts · $2.4M emplr
2024$144.0M · 883 accts · $2.5M emplr
2023$149.2M · 1,024 accts · $3.3M emplr
2022$129.9M · 1,102 accts · $3.4M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$66,677
Investment management$122,085
Total administrative$188,762
The Insitu, Inc. 401(k) match · 2025
Employer contribution per active participant$5,099
Median for plans this size$4,093
2025$5,099 per active participant
2024$4,773 per active participant
2023$5,631 per active participant
2022$4,272 per active participant

Insitu, Inc.'s 2025 employer contribution ran above the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20255
SCHWAB RETIREMENT PLAN SERVI, INC. · Recordkeeping · Investment advisory (participants)$91,793
SELLWOOD CONSULTING LLC · Investment management$74,575
MONTEREY PRIVATE WEALTH INC · Investment advisory (participants)$6,411
FISHER INVESTMENTS · Investment advisory (participants)$6,281
CHARLES SCHWAB &CO., INC. · Securities brokerage$841

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

Recordkeeper by year3
2025Charles Schwab
2024Charles Schwab
2023Charles Schwab

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

Administrative cost history4
2025$188,762 · 0.12%
2024$195,092 · 0.13%
2023$189,308 · 0.14%
2022$188,107 · 0.13%
Same employer
Similar plansProfessional & Technical Services · Washington
Nbbj Design WA$193.8M · 0.03%
Veeam Software Corporation WA$191.4M · 0.02%
Zoominfo Technologies LLC WA$188.4M · 0.25%
Parametrix, Inc. WA$159.2M · 0.06%
Point B, Inc. WA$152.2M · 0.04%
Allen Institute WA$149.8M · 0.02%
Anvil Corporation WA$130.1M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911641766 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.