Plan Ledger DOL Form 5500 · updated monthly

Integrated Employer Solutions, Inc.401(k)

INTEGRATED EMPLOYER SOLUTIONS 401(K) PLAN · SALT LAKE CITY, UT · plan year 2024

Reported admin expense ratio · 2024
1.43%

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

Integrated Employer Solutions, Inc. reported $191,731 in plan administrative expenses for 2024: 1.43% of average plan assets, higher than ~90% of peers. Employer contributions averaged $732 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 1.29% to 1.43%. 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 370th-largest of 848 plans among Utah employers on file, and 6,653rd of 11,654 in professional & technical services. In 2024, employees put in $2.56 for every $1.00 the employer contributed; active participation has grown from 776 to 915 since 2022.

Plan summary
Net assets, end of year$14,673,837
Participants with balances432
Active participants915
Employer contributions$669,786
Employee contributions$1,714,978
Employer contribution per active participant$732
Average account balance$33,967
Benefits paid to participants$1,324,270
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.7M · 432 accts · $670K emplr
2023$12.2M · 325 accts · $674K emplr
2022$8.6M · 326 accts · $550K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$180,639
Total administrative$191,731
The Integrated Employer Solutions, Inc. 401(k) match · 2024
Employer contribution per active participant$732
Median for plans this size$2,416
2024$732 per active participant
2023$476 per active participant
2022$709 per active participant

Integrated Employer Solutions, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
TRANSAMERICA FINANCIAL LIFE INSURAN · Recordkeeping · Loan processing$7,771
PINNACLE FINANCIAL SERVICES, INC. · Recordkeeping · Loan processing$675
TRUENORTH WEALTH · Investment advisory (plan)$4,561

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

Recordkeeper by year2
2024PINNACLE FINANCIAL SERVICES, INC., Transamerica
2023PINNACLE FINANCIAL SERVICES, INC., Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$191,731 · 1.43%
2023$140,681 · 1.35%
2022$103,646 · 1.29%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 870653068 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.