Plan Ledger DOL Form 5500 · updated monthly

Intera Incorporated401(k)

INTERA INCORPORATED EMPLOYEES SAVINGS TRUST · AUSTIN, TX · plan year 2024

Employer contribution per participant · 2024
$5,282

Intera Incorporated's 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $46,573,503 across 262 participant accounts, with employer contributions averaging $5,282 per active participant. See methodology for what Form 5500 does and doesn't capture.

Across the 1 year on file its reported administrative ratio fell from 0.04% to 0.00%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,114th-largest of 5,688 plans among Texas employers on file, and the 2,918th of 11,654 in professional & technical services. In 2024, employees put in $1.99 for every $1.00 the employer contributed; active participation has grown from 182 to 233 since 2022.

Plan summary
Net assets, end of year$46,573,503
Participants with balances262
Active participants233
Employer contributions$1,230,742
Employee contributions$2,447,271
Employer contribution per active participant$5,282
Average account balance$177,761
Benefits paid to participants$2,738,250
Plan auditUnmodified (clean) audit opinion
AuditorLARSON & COMPANY, PC
Plan history3
Yearassets · accounts · employer contribution
2024$46.6M · 262 accts · $1.2M emplr
2023$39.7M · 253 accts · $1.1M emplr
2022$32.9M · 233 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Investment management$7,498
Total administrative-$9,942
The Intera Incorporated 401(k) match · 2024
Employer contribution per active participant$5,282
Median for plans this size$2,416
2024$5,282 per active participant
2023$5,772 per active participant
2022$6,082 per active participant

Intera Incorporated's 2024 employer contribution ran above the $2,416 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.

Service providers · 20243
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$7,498
ALLIANT RETIRMENT SERVICES LLC · Consulting$5,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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

Administrative cost history3
2024Not separately reported
2023$735 · 0.00%
2022$12,504 · 0.04%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 743010638 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.