Plan Ledger DOL Form 5500 · updated monthly

Intellihartx, LLC401(k)

INTELLIHARTX, LLC 401(K) PLAN · FINDLAY, OH · plan year 2023

Reported admin expense ratio · 2023
3.39%

Intellihartx, LLC reported $8,983 in plan administrative expenses for 2023: 3.39% of average plan assets, higher than ~75% 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.

The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Ohio (3,232nd of 3,295), and 4,760th of 4,798 in finance & insurance.

Plan summary
Net assets, end of year$367,038
Participants with balances167
Active participants124
Employer contributions—
Employee contributions$184,136
Employer contribution per active participant—
Average account balance$2,198
Benefits paid to participants$13,295
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$0
2023$367K · 167 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$8,983
Total administrative$8,983
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 · 20232
ADMIN. GROUP, LLC DBA TAG RESOURCES · Recordkeeping · Loan processing$5,963
TRANSAMERICA FINANCIAL LIFE INS · Recordkeeping · Loan processing$3,020

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

Recordkeeper by year2
2024ADMIN. GROUP, LLC DBA TAG RESOURCES, Transamerica
2023ADMIN. GROUP, LLC DBA TAG RESOURCES, Transamerica

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

Administrative cost history2
2024Not separately reported
2023$8,983 · 3.39%
Similar plansFinance & Insurance · Ohio
River City Mortgage, LLC OH$2.0M · 0.94%
Grasshopper Investments OH$977K · 1.91%
Creditcorp TN$398K · 0.25%
Hcf Insurance Agency CA$386K · 0.75%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 463794549 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.