Plan Ledger DOL Form 5500 · updated monthly

Integrus Holdings, Inc.ESOP

INTEGRUS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN · ASHBURN, VA · plan year 2022

Reported admin expense ratio · 2022
0.20%

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

Integrus Holdings, Inc. reported $20,050 in plan administrative expenses for 2022: 0.20% of average plan assets, below the peer median. Employer contributions averaged $392 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 0.20% to 0.71%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other management of companies employers. By assets it is among the smaller plans on file in Virginia (1,327th of 2,266), and 528th of 786 in management of companies.

Plan summary
Net assets, end of year$12,251,377
Participants with balances175
Active participants102
Employer contributions$40,000
Employee contributions—
Employer contribution per active participant$392
Average account balance$70,008
Benefits paid to participants$14,148
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$3.7M · 175 accts
2022$12.3M · 175 accts · $40K emplr
Administrative expenses, itemized · 2022
Professional / advisory$20,050
Total administrative$20,050
Employer contributions to the Integrus Holdings, Inc. plan · 2022
Employer contribution per active participant$392
Median for plans this size$2,266

Integrus Holdings, Inc.'s 2022 employer contribution ran below the $2,266 median for plans its size, in the bottom 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Recordkeeper by year2
2024TRANSITION FINANCE STRATEGIES, LLC
2023TRANSITION FINANCE STRATEGIES, LLC

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Administrative cost history3
2024Not separately reported
2023$56,451 · 0.71%
2022$20,050 · 0.20%
Same employer
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Friendship Foundation VA$17.5M · 0.31%
Eponk Group WI$12.6M · 0.38%
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Eyesight Holding Co., LLC TX$12.4M · 1.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 208578299 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.