Plan Ledger DOL Form 5500 · updated monthly

Intellipro Group, Inc.401(k)

INTELLIPRO GROUP, INC. 401(K) PLAN · SANTA CLARA, CA · plan year 2024

Reported admin expense ratio · 2024
1.18%

Intellipro Group, Inc. reported $64,175 in plan administrative expenses for 2024: 1.18% 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.

Across the 2 years on file its reported administrative ratio fell from 1.35% to 1.18%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (6,653rd of 9,483), and 9,388th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$6,022,738
Participants with balances216
Active participants543
Employer contributions—
Employee contributions$1,522,147
Employer contribution per active participant—
Average account balance$27,883
Benefits paid to participants$1,140,015
Plan auditUnmodified (clean) audit opinion
AuditorCHEK TAN AND COMPANY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$6.0M · 216 accts
2023$4.8M · 207 accts
2022$3.5M · 205 accts · $19K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,129
Investment management$30,046
Total administrative$64,175
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 · 20243
ADP, INC. · Loan processing · Recordkeeping$34,129
MERRILL LYNCH PIERCE FENNER & SMITH · Recordkeeping · Pension consulting$30,045
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP, Bank of America / Merrill
2023ADP, Bank of America / Merrill

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Administrative cost history3
2024$64,175 · 1.18%
2023$54,276 · 1.30%
2022$46,099 · 1.35%
Same employer
Similar plansProfessional & Technical Services · California
Clara Foods Co. CA$6.1M · 0.04%
Evercharge Inc. CA$6.0M · 0.11%
The Envoy Group LLC CA$6.0M · 0.80%
Lindquist LLP CA$6.0M · 0.06%
Cobalt Labs Inc CA$6.0M · 0.07%
Wolfsdorf Rosenthal LLP CA$6.0M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 271069764 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.