Plan Ledger DOL Form 5500 · updated monthly

Intellicentrics, Inc.401(k)

INTELLICENTRICS SAVINGS & RETIREMENT PLAN · FLOWER MOUND, TX · plan year 2023

Reported admin expense ratio · 2023
0.47%

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

Intellicentrics, Inc. reported $26,175 in plan administrative expenses for 2023: 0.47% of average plan assets, below the peer median. Employer contributions averaged $2,634 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 rose from 0.44% to 0.60%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Texas (3,736th of 5,688), and 3,439th of 4,246 in wholesale trade. In 2023, employees put in $2.28 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,370,587
Participants with balances132
Active participants127
Employer contributions$334,487
Employee contributions$761,128
Employer contribution per active participant$2,634
Average account balance$48,262
Benefits paid to participants$690,030
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.2M · 64 accts · $86K emplr
2023$6.4M · 132 accts · $334K emplr
2022$4.7M · 115 accts · $250K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$26,175
Total administrative$26,175
The Intellicentrics, Inc. 401(k) match · 2023
Employer contribution per active participant$2,634
Median for plans this size$1,308
2024$679 per active participant
2023$2,634 per active participant
2022$2,068 per active participant

Intellicentrics, Inc.'s 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
JOHN HANCOCK USA · Recordkeeping · Investment management$27,808

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$28,671 · 0.60%
2023$26,175 · 0.47%
2022$22,965 · 0.44%
Similar plansWholesale Trade · Texas
Syndex Corporation TX$6.8M · 1.02%
Texas Book Company TX$6.6M · 0.04%
R & K Distributors, Inc. TX$6.4M · 0.47%
Vutex, Inc. TX$6.2M · 0.57%
Midtex Oil, LP TX$6.2M · 0.68%

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Source: U.S. Department of Labor, Form 5500 series, EIN 273581616 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.