Plan Ledger DOL Form 5500 · updated monthly

Integra Connect Newco, LLC401(k)

INTEGRA CONNECT, LLC 401(K) PROFIT SHARING PLAN & TRUST · WEST PALM BEACH, FL · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Integra Connect Newco, LLC reported $74,474 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $3,903 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 0.51% to 0.21%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 665th-largest of 3,644 plans among Florida employers on file, and the 3,416th of 11,654 in professional & technical services. In 2024, employees put in $2.00 for every $1.00 the employer contributed; active participation has shrunk from 655 to 461 since 2022.

Plan summary
Net assets, end of year$38,417,784
Participants with balances808
Active participants461
Employer contributions$1,799,453
Employee contributions$3,604,218
Employer contribution per active participant$3,903
Average account balance$47,547
Benefits paid to participants$3,665,673
Plan auditUnmodified (clean) audit opinion
AuditorWEYRICH, CRONIN & SORRA
Plan history3
Yearassets · accounts · employer contribution
2024$38.4M · 808 accts · $1.8M emplr
2023$32.0M · 833 accts · $2.1M emplr
2022$24.3M · 672 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$66,741
Investment management$7,733
Total administrative$74,474
The Integra Connect Newco, LLC 401(k) match · 2024
Employer contribution per active participant$3,903
Median for plans this size$2,416
2024$3,903 per active participant
2023$3,904 per active participant
2022$2,654 per active participant

Integra Connect Newco, LLC's 2024 employer contribution ran above the $2,416 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
POLLARD & ASSOCIATES · Contract administrator$17,220
GREENSPRING ADVISORS LLC · Investment advisory (plan)$7,733
EMPOWER ADVISORY GROUP, LLC · Investment management$3,218

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$74,474 · 0.21%
2023$61,244 · 0.22%
2022$135,327 · 0.51%
Same employer
Similar plansProfessional & Technical Services · Florida
Conroy Simberg, P.A. FL$39.9M · 0.08%
Outcomes One, Inc FL$39.8M · 0.33%
Scribe Opco., Inc. FL$39.1M · 0.30%
Axogen Corporation FL$37.6M · 0.41%
Bush Ross, P.A. FL$37.4M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 861179475 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.