Plan Ledger DOL Form 5500 · updated monthly

Intellum, Inc.401(k)

INTELLUM, INC. 401(K) PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.58%

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

Intellum, Inc. reported $34,732 in plan administrative expenses for 2024: 0.58% of average plan assets, above the peer median. Employer contributions averaged $6,244 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 2 years on file its reported administrative ratio fell from 0.86% to 0.58%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Georgia (1,463rd of 2,160), and 1,727th of 2,199 in information & media. In 2024, employees put in $1.60 for every $1.00 the employer contributed; active participation has shrunk from 140 to 106 since 2022.

Plan summary
Net assets, end of year$6,895,635
Participants with balances119
Active participants106
Employer contributions$661,898
Employee contributions$1,060,199
Employer contribution per active participant$6,244
Average account balance$57,947
Benefits paid to participants$1,016,313
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO
Plan history3
Yearassets · accounts · employer contribution
2024$6.9M · 119 accts · $662K emplr
2023$5.0M · 126 accts · $285K emplr
2022$3.2M · 132 accts · $152K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,989
Investment management$21,743
Total administrative$34,732
The Intellum, Inc. 401(k) match · 2024
Employer contribution per active participant$6,244
Median for plans this size$1,313
2024$6,244 per active participant
2023$2,739 per active participant
2022$1,086 per active participant

Intellum, Inc.'s 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
MERRILL LYNCH PIERCE FENNER & SMITH · Investment advisory (plan)$19,609
EMPOWER ADVISORY GROUP, LLC · Investment management$2,134

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$34,732 · 0.58%
2023$22,381 · 0.55%
2022$24,745 · 0.86%
Same employer
Similar plansInformation & Media · Georgia
The Rethink Group Inc GA$7.5M · 0.44%
Times-Journal, Inc. GA$7.4M · 0.87%
Florence Healthcare, Inc. GA$6.7M · 0.52%
Cde Services, LLC GA$6.6M · 0.85%
Docufree Corporation GA$6.2M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 582567369 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.