Plan Ledger DOL Form 5500 · updated monthly

Intelligentsia Coffee, Inc.401(k)

INTELLIGENTSIA 401(K) PROFIT SHARING PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.71%

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

Intelligentsia Coffee, Inc. reported $54,215 in plan administrative expenses for 2024: 0.71% of average plan assets, above the peer median. Employer contributions averaged $912 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 3 years on file its reported administrative ratio has held roughly steady near 0.71%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Illinois (2,553rd of 3,702), and 3,152nd of 4,246 in wholesale trade. In 2024, employees put in $3.20 for every $1.00 the employer contributed; active participation has grown from 157 to 186 since 2022.

Plan summary
Net assets, end of year$8,354,750
Participants with balances345
Active participants186
Employer contributions$169,645
Employee contributions$542,850
Employer contribution per active participant$912
Average account balance$24,217
Benefits paid to participants$404,519
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.4M · 345 accts · $170K emplr
2023$7.0M · 296 accts · $148K emplr
2022$5.5M · 275 accts · $139K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,212
Investment management$18,003
Total administrative$54,215
The Intelligentsia Coffee, Inc. 401(k) match · 2024
Employer contribution per active participant$912
Median for plans this size$1,313
2024$912 per active participant
2023$937 per active participant
2022$883 per active participant

Intelligentsia Coffee, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size. 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$36,212
SAGEVIEW ADVISORY GROUP LLC · Investment advisory (plan)$18,003

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$54,215 · 0.71%
2023$42,344 · 0.68%
2022$42,371 · 0.70%
Same employer
Similar plansWholesale Trade · Illinois
Tri Star Metals, LLC IL$8.5M · 0.16%
Ohio Medical, LLC IL$8.4M · 0.22%
Level 10, LLC IL$8.3M · 0.33%
Alliance Tractor, LLC IL$8.2M · 0.71%
J&R Dairy Service, Inc. IL$8.1M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364027860 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.