Plan Ledger DOL Form 5500 · updated monthly

Integrated Supports for Living, Inc. D/B/A Is Living, Inc.Profit-sharing plan

IS LIVING, INC. 403(B) RETIREMENT SAVINGS PLAN · SALEM, OR · plan year 2024

Reported admin expense ratio · 2024
0.79%

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

Integrated Supports for Living, Inc. D/B/A Is Living, Inc. reported $10,411 in plan administrative expenses for 2024: 0.79% of average plan assets, above the peer median. Employer contributions averaged $984 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 1 year on file its reported administrative ratio rose from 0.06% to 0.79%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Oregon (928th of 1,021), and 10,453rd of 11,911 in health care & social assistance. In 2024, employees put in $1.52 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,516,337
Participants with balances451
Active participants211
Employer contributions$207,700
Employee contributions$315,675
Employer contribution per active participant$984
Average account balance$3,362
Benefits paid to participants$256,216
Plan auditUnmodified (clean) audit opinion
AuditorMETZ & ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$1.5M · 451 accts · $208K emplr
2023$1.1M · 396 accts
2022$674K · 320 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,111
Trustee / custodial$300
Total administrative$10,411
Employer contributions to the Integrated Supports for Living, Inc. D/B/A Is Living, Inc. plan · 2024
Employer contribution per active participant$984
Median for plans this size$1,313

Integrated Supports for Living, Inc. D/B/A Is Living, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20241
LEADING RETIREMENT SOLUTIONS, LLC · Recordkeeping$9,831

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

Recordkeeper by year2
2024LEADING RETIREMENT SOLUTIONS, LLC
2023OneAmerica

This plan has changed recordkeepers within these filings. If you left Integrated Supports for Living, Inc. D/B/A Is Living, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$10,411 · 0.79%
2023$532 · 0.06%
2022Not separately reported
Same employer
Similar plansHealth Care & Social Assistance · Oregon
Garten Services, Inc. OR$1.7M · 0.37%
Roseburg Therapy LLC OR$1.4M · 0.17%
Do Good Multnomah OR$1.3M · 1.64%
Edwards Center, Inc. OR$1.2M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237254097 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.