Plan Ledger DOL Form 5500 · updated monthly

Interapt, LLC401(k)

INTERAPT RETIREMENT PLAN · LOUISVILLE, KY · plan year 2024

Reported admin expense ratio · 2024
2.38%

Interapt, LLC reported $16,666 in plan administrative expenses for 2024: 2.38% of average plan assets, higher than ~75% of peers. 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 2.54% to 2.38%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Kentucky (840th of 871), and 2,162nd of 2,199 in information & media.

Plan summary
Net assets, end of year$704,703
Participants with balances202
Active participants129
Employer contributions—
Employee contributions$202,574
Employer contribution per active participant—
Average account balance$3,489
Benefits paid to participants$278,528
Plan auditUnmodified (clean) audit opinion
AuditorLBMC PC
Plan history3
Yearassets · accounts · employer contribution
2024$705K · 202 accts
2023$693K · 212 accts
2022$484K · 180 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,666
Total administrative$16,666
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
CAPITAL GROUP RETIREMENT PLAN SERV$14,910
PRIVATE CLIENT SERVICES, LLC · Investment advisory (plan)$3,424
RETIREMENT MANAGEMENT SERVICES, LLC · Contract administrator$3,384

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$16,666 · 2.38%
2023$13,944 · 2.37%
2022$10,163 · 2.54%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 263323656 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.