Plan Ledger DOL Form 5500 · updated monthly

Inteli-Care, LLC401(k)

INTELI-CARE, LLC 401(K) PROFIT SHARING PLAN · ALBUQUERQUE, NM · plan year 2022

Reported admin expense ratio · 2022
1.27%

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

Inteli-Care, LLC reported $13,971 in plan administrative expenses for 2022: 1.27% of average plan assets, higher than ~90% of peers. Employer contributions averaged $109 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New Mexico (269th of 290), and 10,912th of 11,911 in health care & social assistance. In 2022, employees put in $2.31 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$997,295
Participants with balances21
Active participants218
Employer contributions$23,742
Employee contributions$54,936
Employer contribution per active participant$109
Average account balance$47,490
Benefits paid to participants$21,397
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$13,971
Total administrative$13,971
The Inteli-Care, LLC 401(k) match · 2022
Employer contribution per active participant$109
Median for plans this size$1,114

Inteli-Care, LLC's 2022 employer contribution ran below the $1,114 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.

Administrative cost history1
2022$13,971 · 1.27%
Same employer
Similar plansHealth Care & Social Assistance · New Mexico
Santa Fe Recovery Center NM$1.6M · 1.68%
Help - New Mexico, Inc. NM$1.5M · 0.09%
Sierra Health Care Center NM$734K · 1.08%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 542129494 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.