Plan Ledger DOL Form 5500 · updated monthly

Intellian 401K Plan401(k)

INTELLIAN 401(K) PLAN · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.97%

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

Intellian 401K Plan reported $47,606 in plan administrative expenses for 2024: 0.97% of average plan assets, higher than ~75% of peers. Employer contributions averaged $6,259 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 18,840 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in California (6,727th of 9,483), and 1,824th of 2,199 in information & media. In 2024, employees put in $1.78 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,851,801
Participants with balances125
Active participants97
Employer contributions$607,102
Employee contributions$1,080,953
Employer contribution per active participant$6,259
Average account balance$46,814
Benefits paid to participants$594,435
Plan auditUnmodified (clean) audit opinion
AuditorKLICHS LLP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,472
Investment management$43,134
Total administrative$47,606
The Intellian 401K Plan 401(k) match · 2024
Employer contribution per active participant$6,259
Median for plans this size$1,313

Intellian 401K Plan's 2024 employer contribution ran above the $1,313 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 · 20241
ADP, INC. · Loan processing · Recordkeeping$1,425

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$47,606 · 0.97%
Similar plansInformation & Media · California
Lilt, Inc. CA$6.0M · 0.01%
Callisto Media, Inc. CA$6.0M · 0.85%
Attn Inc CA$5.9M · 0.21%
Mob Scene, LLC CA$5.8M · 0.60%
Uplift, Inc. CA$5.8M · 0.01%
Stx Financing, LLC. CA$5.8M · 0.30%
Fortanix Inc CA$5.7M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261213319 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.