Plan Ledger DOL Form 5500 · updated monthly

Intellipro Service Inc401(k)

INTELLIPRO SERVICE MEP · SAN JOSE, CA · plan year 2024

Reported admin expense ratio · 2024
1.18%

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

Intellipro Service Inc reported $79,916 in plan administrative expenses for 2024: 1.18% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,159 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 professional & technical services employers. By assets it is among the smaller plans on file in California (5,422nd of 9,483), and 7,970th of 11,654 in professional & technical services. In 2024, employees put in $3.86 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,096,801
Participants with balances367
Active participants419
Employer contributions$904,617
Employee contributions$3,488,883
Employer contribution per active participant$2,159
Average account balance$27,512
Benefits paid to participants$958,735
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,389
Investment management$45,527
Total administrative$79,916
The Intellipro Service Inc 401(k) match · 2024
Employer contribution per active participant$2,159
Median for plans this size$1,313

Intellipro Service Inc's 2024 employer contribution ran above 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
TRANSAMERICA FINANCIAL LIFE INS CO · Recordkeeping · Loan processing$34,389
MERRILL LYNCH LIFE AGENCY INC. · Investment advisory (plan)$45,527

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$79,916 · 1.18%
Similar plansProfessional & Technical Services · California
Cordevalle L.P. CA$10.2M · 0.18%
Tredence CA$10.2M · 0.03%
Compex Legal Services, Inc. CA$10.2M · 0.06%
Nicolehollis, Inc. CA$10.1M · 0.58%
Landmark Global, Inc. CA$10.1M · 0.33%
Bond Creative, LLC. CA$10.1M · 0.65%
King Technologies, Inc. CA$10.0M · 0.66%

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Source: U.S. Department of Labor, Form 5500 series, EIN 833224197 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.