Plan Ledger DOL Form 5500 · updated monthly

Inter-Coast International Training, Inc.401(k)

INTERCOAST 401K PLAN · NORTHRIDGE, CA · plan year 2022

Reported admin expense ratio · 2022
0.77%

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

Inter-Coast International Training, Inc. reported $5,382 in plan administrative expenses for 2022: 0.77% of average plan assets, below the peer median. Employer contributions averaged $1,412 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 5 years on file its reported administrative ratio fell from 0.87% to 0.77%. The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in California (8,947th of 9,483), and 3,008th of 3,091 in educational services. In 2022, employees put in $2.10 for every $1.00 the employer contributed; active participation has shrunk from 79 to 52 since 2017.

Plan summary
Net assets, end of year$731,486
Participants with balances34
Active participants52
Employer contributions$73,427
Employee contributions$153,957
Employer contribution per active participant$1,412
Average account balance$21,514
Benefits paid to participants$35,212
Plan auditDisclaimer of opinion
AuditorKATHERINE COOPER CPA
Plan history5
Yearassets · accounts · employer contribution
2022$731K · 34 accts · $73K emplr
2020$538K · 70 accts
2019$435K · 66 accts
2018$327K · 66 accts
2017$356K · 70 accts
Administrative expenses, itemized · 2022
Professional / advisory$5,382
Total administrative$5,382
The Inter-Coast International Training, Inc. 401(k) match · 2022
Employer contribution per active participant$1,412
Median for plans this size$331

Inter-Coast International Training, Inc.'s 2022 employer contribution ran above the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history5
2022$5,382 · 0.77%
2020$1,252 · 0.26%
2019$1,725 · 0.45%
2018$2,025 · 0.59%
2017$2,825 · 0.87%
Similar plansEducational Services · California
Creative Child Care, Inc. CA$888K · 0.11%
Grimmway Schools, Inc. CA$831K · 0.76%
Children's Paradise, Inc. CA$810K · 1.44%
Kids Kare Schools, Inc. CA$731K · 1.88%
Isana CA$723K · 0.53%
Trinity Classical Academy CA$673K · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954501439 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.