Plan Ledger DOL Form 5500 · updated monthly

Intellisurvey, Inc.DC plan

INTELLISURVEY 401(K) PLAN · MISSION VIEJO, CA · plan year 2025

Reported admin expense ratio · 2025
0.01%

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

Intellisurvey, Inc. reported $1,063 in plan administrative expenses for 2025: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,901 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 fell from 0.006% to 0.005%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other professional & technical services employers. By assets it is the 3,347th-largest of 9,483 plans among California employers on file, and the 5,135th of 11,654 in professional & technical services. In 2025, employees put in $2.02 for every $1.00 the employer contributed; active participation has shrunk from 128 to 97 since 2022.

Plan summary
Net assets, end of year$22,461,649
Participants with balances119
Active participants97
Employer contributions$475,437
Employee contributions$962,733
Employer contribution per active participant$4,901
Average account balance$188,753
Benefits paid to participants$617,257
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$22.5M · 119 accts · $475K emplr
2024$18.1M · 123 accts · $465K emplr
2023$14.7M · 124 accts · $453K emplr
2022$11.1M · 131 accts · $480K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$1,063
Total administrative$1,063
Employer contributions to the Intellisurvey, Inc. plan · 2025
Employer contribution per active participant$4,901
Median for plans this size$2,666
2025$4,901 per active participant
2024$4,740 per active participant
2023$4,081 per active participant
2022$3,750 per active participant

Intellisurvey, Inc.'s 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
MCGREGOR & ASSOCIATES, INC. · Contract administrator$680
CAPITAL GROUP RETIREMENT PLAN SERV$562

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

Administrative cost history4
2025$1,063 · 0.01%
2024$736 · 0.00%
2023$1,260 · 0.01%
2022$720 · 0.01%
Same employer
Similar plansProfessional & Technical Services · California
Telesign Corporation CA$22.6M · 0.15%
Eis Group Inc. CA$22.6M · 0.28%
3 Degrees Group, Inc. CA$22.3M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330973672 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.