Plan Ledger DOL Form 5500 · updated monthly

Integrated Solutions for Systems, Inc.401(k)

INTEGRATED SOLUTIONS FOR SYSTEMS RETIREMENT PLAN · HUNTSVILLE, AL · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

Integrated Solutions for Systems, Inc. reported $124,860 in plan administrative expenses for 2024: 0.45% of average plan assets, above the peer median. Employer contributions averaged $5,730 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 fell from 0.92% to 0.45%. 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 216th-largest of 902 plans among Alabama employers on file, and the 3,935th of 11,654 in professional & technical services. In 2024, employees put in $1.87 for every $1.00 the employer contributed; active participation has grown from 243 to 340 since 2022.

Plan summary
Net assets, end of year$32,246,052
Participants with balances369
Active participants340
Employer contributions$1,948,167
Employee contributions$3,636,083
Employer contribution per active participant$5,730
Average account balance$87,388
Benefits paid to participants$481,511
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$32.2M · 369 accts · $1.9M emplr
2023$23.3M · 290 accts · $1.5M emplr
2022$16.3M · 246 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,823
Investment management$89,037
Total administrative$124,860
The Integrated Solutions for Systems, Inc. 401(k) match · 2024
Employer contribution per active participant$5,730
Median for plans this size$2,416
2024$5,730 per active participant
2023$5,603 per active participant
2022$4,853 per active participant

Integrated Solutions for Systems, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20242
CARY STREET PARTNERS INVESTMENT · Investment advisory (plan)$84,207
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$35,823

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$124,860 · 0.45%
2023$61,545 · 0.31%
2022$146,850 · 0.92%
Same employer
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Therapy Brands Thrive, LLC AL$31.6M · 0.47%
Cory Watson, P.C. AL$27.3M · 0.16%
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Source: U.S. Department of Labor, Form 5500 series, EIN 261687937 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.