Plan Ledger DOL Form 5500 · updated monthly

Integrated Family Services, PLLC401(k)

INTEGRATED FAMILY SERVICES 401(K) PLAN · GREENVILLE, NC · plan year 2024

Reported admin expense ratio · 2024
1.16%

Integrated Family Services, PLLC reported $8,840 in plan administrative expenses for 2024: 1.16% of average plan assets, above the peer median. 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 0.75% to 1.16%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in North Carolina (1,907th of 2,005), and 11,062nd of 11,911 in health care & social assistance. active participation has grown from 83 to 103 since 2022.

Plan summary
Net assets, end of year$811,691
Participants with balances76
Active participants103
Employer contributions—
Employee contributions$159,389
Employer contribution per active participant—
Average account balance$10,680
Benefits paid to participants$119,881
Plan auditUnmodified (clean) audit opinion
AuditorPLANCHECK CPA'S
Plan history3
Yearassets · accounts · employer contribution
2024$812K · 76 accts
2023$707K · 144 accts
2022$498K · 131 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,559
Investment management$3,281
Total administrative$8,840
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 · 20241
ADP, INC. · Loan processing · Recordkeeping$8,840

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

Recordkeeper by year2
2024ADP
2023ADP

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

Administrative cost history3
2024$8,840 · 1.16%
2023$3,894 · 0.65%
2022$3,789 · 0.75%
Similar plansHealth Care & Social Assistance · North Carolina
Creative Schools, Inc. NC$825K · 1.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 900062145 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.