Plan Ledger DOL Form 5500 · updated monthly

Integrated Service Company LLC401(k)

INSERV 401(K) PLAN · TULSA, OK · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

Integrated Service Company LLC reported $95,731 in plan administrative expenses for 2024: 0.37% of average plan assets, above the peer median. Employer contributions averaged $372 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 0.35% to 0.37%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 183rd-largest of 724 plans among Oklahoma employers on file, and the 4,648th of 13,661 in manufacturing. In 2024, employees put in $2.94 for every $1.00 the employer contributed; active participation has grown from 1,470 to 1,917 since 2022.

Plan summary
Net assets, end of year$28,629,906
Participants with balances268
Active participants1,917
Employer contributions$713,831
Employee contributions$2,101,112
Employer contribution per active participant$372
Average account balance$106,828
Benefits paid to participants$1,627,353
Plan auditUnmodified (clean) audit opinion
AuditorEIDE BAILEY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$28.6M · 268 accts · $714K emplr
2023$23.8M · 247 accts · $600K emplr
2022$19.4M · 228 accts · $500K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$95,731
Total administrative$95,731
The Integrated Service Company LLC 401(k) match · 2024
Employer contribution per active participant$372
Median for plans this size$2,416
2024$372 per active participant
2023$296 per active participant
2022$340 per active participant

Integrated Service Company LLC'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 · 20242
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$43,865
CETERA ADVISOR NETWORKS LLC · Investment advisory (plan)$51,866

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$95,731 · 0.37%
2023$73,953 · 0.34%
2022$73,489 · 0.35%
Same employer
Similar plansManufacturing · Oklahoma
Crosby US Acquisition Corp. OK$34.3M · 0.23%
Bs&B Safety Systems, LLC OK$28.4M · 0.34%
Hall Capital, LLC OK$26.9M · 0.09%
Mesa Products, Inc. OK$26.3M · 0.25%
Cof Aggregate Holdings, Inc OK$24.8M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 465212780 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.