Plan Ledger DOL Form 5500 · updated monthly

Integrated Research, Inc.401(k)

INTEGRATED RESEARCH, INC. 401(K) PROFIT SHARING PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.60%

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

Integrated Research, Inc. reported $32,644 in plan administrative expenses for 2024: 0.60% of average plan assets, above the peer median. Employer contributions averaged $4,803 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 0.55% to 0.60%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Colorado (986th of 1,461), and 9,386th of 11,654 in professional & technical services. In 2024, employees put in $2.78 for every $1.00 the employer contributed; active participation has shrunk from 50 to 41 since 2022.

Plan summary
Net assets, end of year$6,032,015
Participants with balances97
Active participants41
Employer contributions$196,917
Employee contributions$546,652
Employer contribution per active participant$4,803
Average account balance$62,186
Benefits paid to participants$261,581
Plan auditUnmodified (clean) audit opinion
AuditorSSA P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$6.0M · 97 accts · $197K emplr
2023$4.8M · 122 accts · $210K emplr
2022$5.0M · 128 accts · $188K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,725
Investment management$29,919
Total administrative$32,644
The Integrated Research, Inc. 401(k) match · 2024
Employer contribution per active participant$4,803
Median for plans this size$1,313
2024$4,803 per active participant
2023$4,464 per active participant
2022$3,756 per active participant

Integrated Research, Inc.'s 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
ADP, INC. · Loan processing · Recordkeeping$16,399
GLOBAL RETIREMENT PARTNERS · Recordkeeping · Trustee$16,244
ADP BROKER-DEALERindirect comp

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, GLOBAL RETIREMENT PARTNERS
2023ADP, GLOBAL RETIREMENT PARTNERS

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

Administrative cost history3
2024$32,644 · 0.60%
2023$31,178 · 0.63%
2022$33,850 · 0.55%
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Source: U.S. Department of Labor, Form 5500 series, EIN 770311060 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.