Plan Ledger DOL Form 5500 · updated monthly

Integration Innovation, Inc. D/B/A I3401(k)

INTEGRATION INNOVATION, INC. 401(K) AND PROFIT SHARING PLAN · HUNTSVILLE, AL · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Integration Innovation, Inc. D/B/A I3 reported $167,549 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. Employer contributions averaged $8,774 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 0.21% to 0.18%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 75th-largest of 902 plans among Alabama employers on file, and the 1,535th of 11,654 in professional & technical services. In 2024, the employer put in $1.09 for every $1.00 employees contributed themselves; active participation has grown from 653 to 787 since 2022.

Plan summary
Net assets, end of year$98,332,130
Participants with balances1,114
Active participants787
Employer contributions$6,905,365
Employee contributions$6,322,417
Employer contribution per active participant$8,774
Average account balance$88,269
Benefits paid to participants$15,198,755
Plan auditUnmodified (clean) audit opinion
AuditorHILL FOGG, P.C
Plan history3
Yearassets · accounts · employer contribution
2024$98.3M · 1,114 accts · $6.9M emplr
2023$84.2M · 1,003 accts · $7.2M emplr
2022$60.4M · 927 accts · $5.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$80,545
Investment management$87,004
Total administrative$167,549
The Integration Innovation, Inc. D/B/A I3 401(k) match · 2024
Employer contribution per active participant$8,774
Median for plans this size$3,635
2024$8,774 per active participant
2023$9,980 per active participant
2022$8,880 per active participant

Integration Innovation, Inc. D/B/A I3's 2024 employer contribution ran above the $3,635 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
NAVIGATE 401K LLC · Investment advisory (plan)$87,004
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$80,545

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$167,549 · 0.18%
2023$139,739 · 0.19%
2022$134,294 · 0.21%
All plans at this employer2
INTEGRATION INNOVATION, INC. 401(K) AND PROFIT SHARING PLAN401(k)
INTEGRATION INNOVATION, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansProfessional & Technical Services · Alabama
Pinnacle Solutions, LLC AL$106.7M · 0.20%
Thompson Holdings, Inc. AL$104.9M · 0.21%
Southern Research Institute AL$96.6M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261553193 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.