Plan Ledger DOL Form 5500 · updated monthly

Integral Systems,Inc.401(k)

INTEGRAL SYSTEMS, INC. AND SUBSIDIARIES RETIREMENT PLANS · SAN DIEGO, CA · plan year 2023

Reported admin expense ratio · 2023
0.07%

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

Integral Systems,Inc. reported $115,979 in plan administrative expenses for 2023: 0.07% of average plan assets, below the peer median. Employer contributions averaged $0 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 fell from 0.13% to 0.07%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other professional & technical services employers. By assets it is the 603rd-largest of 9,483 plans among California employers on file, and the 873rd of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$183,373,210
Participants with balances449
Active participants246
Employer contributions$0
Employee contributions$0
Employer contribution per active participant$0
Average account balance$408,404
Benefits paid to participants$15,882,895
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$183.4M · 449 accts
2022$172.2M · 492 accts · $2.4M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$29,832
Investment management$62,847
Audit (IQPA)$23,000
Total administrative$115,979
The Integral Systems,Inc. 401(k) match · 2023
Employer contribution per active participant$0
Median for plans this size$3,659

Integral Systems,Inc.'s 2023 employer contribution ran below the $3,659 median for plans its size, in the bottom 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
EMPOWER ANNUITY INSURANCE COMPANY O · Recordkeeping · Loan processing$189,945
SAGEVIEW ADVISORY GROUP, LLC · Investment advisory (plan)$62,847
JGD & ASSOCIATES LLP · Accounting / audit$23,000
QDRO CONSULTANTS · Consulting$300

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

Administrative cost history2
2023$115,979 · 0.07%
2022$241,746 · 0.13%
Similar plansProfessional & Technical Services · California
Arete Associates CA$193.7M · 0.04%
Qad Inc. CA$189.4M · 0.14%
Blackline Inc. CA$184.0M · 0.09%
T.Y. Lin International CA$181.7M · 0.08%
FIVE9, Inc. CA$179.7M · 0.01%
Rambus, Inc. CA$179.5M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521267968 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.