Plan Ledger DOL Form 5500 · updated monthly

Intact Technology Inc401(k)

INTACT TECHNOLOGY 401K PROFIT SHARING PLAN & TRUST · RESTON, VA · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Intact Technology Inc reported $35,248 in plan administrative expenses for 2024: 0.39% of average plan assets, below the peer median. Employer contributions averaged $1,119 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 0.58% to 0.39%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Virginia (1,421st of 2,266), and 7,810th of 11,654 in professional & technical services. In 2024, employees put in $7.99 for every $1.00 the employer contributed; active participation has grown from 111 to 235 since 2022.

Plan summary
Net assets, end of year$10,614,254
Participants with balances273
Active participants235
Employer contributions$262,999
Employee contributions$2,100,899
Employer contribution per active participant$1,119
Average account balance$38,880
Benefits paid to participants$976,039
Plan auditUnmodified (clean) audit opinion
AuditorBRONTIDE LLC
Plan history3
Yearassets · accounts · employer contribution
2024$10.6M · 273 accts · $263K emplr
2023$7.3M · 296 accts · $169K emplr
2022$4.7M · 208 accts · $120K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,994
Investment management$29,254
Total administrative$35,248
The Intact Technology Inc 401(k) match · 2024
Employer contribution per active participant$1,119
Median for plans this size$1,313
2024$1,119 per active participant
2023$777 per active participant
2022$1,082 per active participant

Intact Technology Inc's 2024 employer contribution ran below the $1,313 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 · 20244
MERRILL LYNCH PIERCE FENNER & SMITH · Recordkeeping · Pension consulting$21,088
401K ADVISORS INC · Recordkeeping · Trustee$8,165
ADP, INC. · Loan processing · Recordkeeping$5,994
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024401K ADVISORS INC, ADP, Bank of America / Merrill
2023ADP, Bank of America / Merrill

This plan has changed recordkeepers within these filings. If you left Intact Technology Inc 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 history3
2024$35,248 · 0.39%
2023$33,399 · 0.56%
2022$27,535 · 0.58%
Same employer
Similar plansProfessional & Technical Services · Virginia
Ocean Associates, Inc. VA$10.7M · 0.04%
Genex Systems LLC VA$10.7M · 0.23%
Oneglobe LLC VA$10.6M · 0.26%
Crofton Diving Corporation VA$10.6M · 0.45%
Miracle Systems LLC VA$10.6M · 0.39%
R & K Solutions, Inc VA$10.6M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521979206 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.