Plan Ledger DOL Form 5500 · updated monthly

Integrated Warehouse Solutions, Inc.401(k)

INTEGRATED WAREHOUSE SOLUTIONS, INC. 401(K) PLAN · BURLESON, TX · plan year 2023

Reported admin expense ratio · 2023
0.40%

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

Integrated Warehouse Solutions, Inc. reported $31,857 in plan administrative expenses for 2023: 0.40% of average plan assets, below the peer median. Employer contributions averaged $921 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 has held roughly steady near 0.40%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Texas (3,241st of 5,688), and 9,302nd of 13,661 in manufacturing. In 2023, employees put in $3.74 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,849,230
Participants with balances199
Active participants284
Employer contributions$261,673
Employee contributions$979,285
Employer contribution per active participant$921
Average account balance$44,468
Benefits paid to participants$1,225,681
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $293K emplr
2023$8.8M · 199 accts · $262K emplr
2022$7.2M · 200 accts · $262K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$19,855
Investment management$12,002
Total administrative$31,857
The Integrated Warehouse Solutions, Inc. 401(k) match · 2023
Employer contribution per active participant$921
Median for plans this size$1,308
2023$921 per active participant
2022$850 per active participant

Integrated Warehouse Solutions, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
INTELLICENTS INVESTMENT SOLUTIONS I · Investment advisory (plan)$12,002

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

Administrative cost history3
2024Not separately reported
2023$31,857 · 0.40%
2022$30,554 · 0.41%
Same employer
Similar plansManufacturing · Texas
Staley Steele LLC TX$9.0M · 0.14%
Teasdale Foods Inc. TX$9.0M · 0.58%
Swiss-American Cdmo, LLC TX$8.7M · 0.76%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461419616 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.