Plan Ledger DOL Form 5500 · updated monthly

Instructional Empowerment Inc.401(k)

INSTRUCTIONAL EMPOWERMENT INC 401(K) PROFIT SHARING PLAN & TRUST · BLAIRSVILLE, PA · plan year 2024

Reported admin expense ratio · 2024
0.65%

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

Instructional Empowerment Inc. reported $25,853 in plan administrative expenses for 2024: 0.65% of average plan assets, above the peer median. Employer contributions averaged $3,746 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 1 year on file its reported administrative ratio rose from 0.29% to 0.65%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Pennsylvania (2,946th of 3,651), and 2,564th of 3,091 in educational services. In 2024, employees put in $1.63 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,503,627
Participants with balances144
Active participants114
Employer contributions$427,038
Employee contributions$694,339
Employer contribution per active participant$3,746
Average account balance$31,275
Benefits paid to participants$923,310
Plan auditUnmodified (clean) audit opinion
AuditorSISTERSON & CO. LLP
Plan history2
Yearassets · accounts · employer contribution
2024$4.5M · 144 accts · $427K emplr
2023$3.5M · 131 accts · $331K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,530
Investment management$16,463
Trustee / custodial$860
Total administrative$25,853
The Instructional Empowerment Inc. 401(k) match · 2024
Employer contribution per active participant$3,746
Median for plans this size$1,313
2024$3,746 per active participant
2023$2,648 per active participant

Instructional Empowerment Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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
PAYCHEX, INC. · Recordkeeping$8,530
FORT PITT CAPITAL · Investment advisory (participants)$16,463

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

Administrative cost history2
2024$25,853 · 0.65%
2023$9,966 · 0.29%
All plans at this employer2
LEARNING SCIENCES INTERNATIONAL 401(K) PROFIT SHARING PLAN & TRUST401(k)
INSTRUCTIONAL EMPOWERMENT INC 401(K) PROFIT SHARING PLAN & TRUST401(k)
Same employer
Similar plansEducational Services · Pennsylvania
Ccres PA$4.6M · 0.30%
Martha Lloyd School, Inc. PA$4.5M · 0.21%
Central Penn, Inc. PA$4.0M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 880614766 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.