Plan Ledger DOL Form 5500 · updated monthly

Intelident Solutions, Inc.401(k)

INTELIDENT SOLUTIONS, INC. 401(K) PLAN · TAMPA, FL · plan year 2023

Reported admin expense ratio · 2023
0.96%

Intelident Solutions, Inc. reported $202,314 in plan administrative expenses for 2023: 0.96% of average plan assets, higher than ~90% of peers. 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 rose from 1.08% to 1.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,018th-largest of 3,644 plans among Florida employers on file, and the 3,350th of 11,911 in health care & social assistance. active participation has grown from 669 to 765 since 2022.

Plan summary
Net assets, end of year$22,897,315
Participants with balances999
Active participants765
Employer contributions—
Employee contributions$2,484,692
Employer contribution per active participant—
Average account balance$22,920
Benefits paid to participants$1,867,887
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$22.9M · 883 accts
2023$22.9M · 999 accts
2022$19.2M · 874 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$141,385
Investment management$50,129
Audit (IQPA)$10,800
Total administrative$202,314
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 · 20235
UBS FINANCIAL SERVICES INC. · Investment advisory (plan)$50,129
RETIREMENT SOLUTIONS SPECIALISTS · Contract administrator$26,444
WARREN AVERETT, LLC · Accounting / audit$10,800
EMPOWER ADVISORY GROUP, LL · Investment management$129

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$273,538 · 1.20%
2023$202,314 · 0.96%
2022$226,969 · 1.08%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Forkidcare, LLC FL$22.3M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 571220613 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.