Plan Ledger DOL Form 5500 · updated monthly

Integrated Medical Services, Inc.401(k)

INTEGRATED MEDICAL SERVICES, INC. 401(K) PROFIT SHARING PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Integrated Medical Services, Inc. reported $101,195 in plan administrative expenses for 2024: 0.29% of average plan assets, above the peer median. Employer contributions averaged $2,163 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 0.03% to 0.29%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 247th-largest of 1,285 plans among Arizona employers on file, and the 2,408th of 11,911 in health care & social assistance. In 2024, employees put in $2.26 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$36,271,212
Participants with balances364
Active participants359
Employer contributions$776,468
Employee contributions$1,754,965
Employer contribution per active participant$2,163
Average account balance$99,646
Benefits paid to participants$4,133,472
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$36.3M · 364 accts · $776K emplr
2023$33.0M · 321 accts · $675K emplr
2022$28.8M · 297 accts · $692K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,796
Investment management$72,399
Total administrative$101,195
The Integrated Medical Services, Inc. 401(k) match · 2024
Employer contribution per active participant$2,163
Median for plans this size$2,416
2024$2,163 per active participant
2023$1,829 per active participant
2022$2,023 per active participant

Integrated Medical Services, Inc.'s 2024 employer contribution ran below 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 · 20243
CREATIVE PLANNING LLC · Investment advisory (plan)$56,562
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$28,821
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$15,837

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$101,195 · 0.29%
2023$83,378 · 0.27%
2022$9,605 · 0.03%
Same employer
Similar plansHealth Care & Social Assistance · Arizona
Cranial Technologies, Inc. AZ$38.9M · 0.41%
Chicanos Por la Causa, Inc. AZ$38.7M · 0.65%
Pima Heart Physicians, P.C. AZ$37.4M · 0.18%
Genesis Ob/Gyn, P.C. AZ$32.7M · 0.35%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 860783428 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.