Plan Ledger DOL Form 5500 · updated monthly

Integrity Marketing Group401(k)

INTEGRITY MARKETING GROUP 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Integrity Marketing Group reported $513,109 in plan administrative expenses for 2024: 0.22% of average plan assets, above the peer median. Employer contributions averaged $3,327 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 0.33% to 0.22%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 318th-largest of 5,688 plans among Texas employers on file, and the 478th of 4,798 in finance & insurance. In 2024, employees put in $1.98 for every $1.00 the employer contributed; active participation has shrunk from 5,497 to 4,830 since 2022.

Plan summary
Net assets, end of year$268,877,675
Participants with balances5,204
Active participants4,830
Employer contributions$16,067,092
Employee contributions$31,846,669
Employer contribution per active participant$3,327
Average account balance$51,668
Benefits paid to participants$18,565,841
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$268.9M · 5,204 accts · $16.1M emplr
2023$207.5M · 5,211 accts · $15.2M emplr
2022$141.7M · 5,192 accts · $12.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$413,220
Investment management$99,889
Total administrative$513,109
The Integrity Marketing Group 401(k) match · 2024
Employer contribution per active participant$3,327
Median for plans this size$3,635
2024$3,327 per active participant
2023$2,944 per active participant
2022$2,224 per active participant

Integrity Marketing Group's 2024 employer contribution ran below the $3,635 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$413,220
CREATIVE PLANNING, INC · Investment advisory (plan)$99,889

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$513,109 · 0.22%
2023$462,563 · 0.26%
2022$396,911 · 0.33%
Same employer
Similar plansFinance & Insurance · Texas
Orix Corporation USA TX$315.2M · 0.01%
Situsamc Holdings Corp. TX$260.4M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 813098308 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.