Plan Ledger DOL Form 5500 · updated monthly

Integra Capital Group, Inc.401(k)

CENTURY BUSINESS SOLUTIONS 401(K) PLAN · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

Integra Capital Group, Inc. reported $25,887 in plan administrative expenses for 2024: 0.40% of average plan assets, below the peer median. Employer contributions averaged $895 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 0.28% to 0.40%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in California (6,353rd of 9,483), and 4,286th of 4,798 in finance & insurance. In 2024, employees put in $8.33 for every $1.00 the employer contributed; active participation has grown from 118 to 154 since 2022.

Plan summary
Net assets, end of year$6,952,485
Participants with balances164
Active participants154
Employer contributions$137,837
Employee contributions$1,147,847
Employer contribution per active participant$895
Average account balance$42,393
Benefits paid to participants$1,143,452
Plan auditUnmodified (clean) audit opinion
AuditorLING & BOUMAN, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$7.0M · 164 accts · $138K emplr
2023$5.8M · 146 accts · $197K emplr
2022$4.1M · 159 accts · $238K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,887
Total administrative$25,887
The Integra Capital Group, Inc. 401(k) match · 2024
Employer contribution per active participant$895
Median for plans this size$1,313
2024$895 per active participant
2023$1,456 per active participant
2022$2,021 per active participant

Integra Capital Group, 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 · 20245
MORGAN STANLEY SMITH BARNEY LLC · Investment advisory (plan)$15,708
INTEGRA CAPITAL GROUP$9,340
MORGAN STANLEY · Investment advisory (plan)$7,973
CAPITAL GROUP RETIREMENT PLAN SRVS$4,810
NBS · Contract administrator$4,014

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$25,887 · 0.40%
2023$2,184 · 0.04%
2022$11,685 · 0.28%
Similar plansFinance & Insurance · California
Ocmbc Inc. CA$7.2M
Farther Finance, Inc. CA$7.0M · 0.10%
Stride Health, Inc. CA$6.4M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203414809 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.