Plan Ledger DOL Form 5500 · updated monthly

Integra Financial Services LLC401(k)

INTEGRA FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST · NORTH LOGAN, UT · plan year 2025

Reported admin expense ratio · 2025
0.49%

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

Integra Financial Services LLC reported $31,149 in plan administrative expenses for 2025: 0.49% of average plan assets, below the peer median. Employer contributions averaged $2,882 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 0.49%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Utah (543rd of 848), and 9,078th of 11,654 in professional & technical services. In 2025, employees put in $1.45 for every $1.00 the employer contributed; active participation has shrunk from 122 to 81 since 2022.

Plan summary
Net assets, end of year$6,863,459
Participants with balances107
Active participants81
Employer contributions$233,402
Employee contributions$339,355
Employer contribution per active participant$2,882
Average account balance$64,144
Benefits paid to participants$552,543
Plan auditUnmodified (clean) audit opinion
AuditorJONES SIMKINS LLC
Plan history4
Yearassets · accounts · employer contribution
2025$6.9M · 107 accts · $233K emplr
2024$5.8M · 122 accts · $251K emplr
2023$4.5M · 108 accts · $246K emplr
2022$3.4M · 112 accts · $241K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$2,376
Investment management$27,913
Trustee / custodial$860
Total administrative$31,149
The Integra Financial Services LLC 401(k) match · 2025
Employer contribution per active participant$2,882
Median for plans this size$1,464
2025$2,882 per active participant
2024$2,411 per active participant
2023$2,408 per active participant
2022$1,972 per active participant

Integra Financial Services LLC's 2025 employer contribution ran above the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
NFP RETIREMENT · Investment advisory (participants)$27,913

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

Administrative cost history4
2025$31,149 · 0.49%
2024$25,596 · 0.50%
2023$20,123 · 0.51%
2022$17,749 · 0.51%
Same employer
Similar plansProfessional & Technical Services · Utah
Payday Benefits, LLC UT$6.9M · 0.98%
Pelatron Technologies LLC UT$6.6M · 0.44%
Boostability Parent, Inc. UT$6.1M · 1.00%
Sera Prognostics, Inc. UT$6.1M · 1.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 275276229 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.