Plan Ledger DOL Form 5500 · updated monthly

Intercam Financial Services401(k)

INTERCAM FINANCIAL SERVICES RETIREMENT TRUST · SAN DIEGO, CA · plan year 2022

Reported admin expense ratio · 2022
1.36%

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

Intercam Financial Services reported $34,973 in plan administrative expenses for 2022: 1.36% of average plan assets, higher than ~90% of peers. Employer contributions averaged $945 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (8,137th of 9,483), and 10,755th of 11,654 in professional & technical services. In 2022, employees put in $1.78 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,375,648
Participants with balances90
Active participants104
Employer contributions$98,286
Employee contributions$175,354
Employer contribution per active participant$945
Average account balance$26,396
Benefits paid to participants$120,475
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$16,005
Investment management$18,968
Total administrative$34,973
The Intercam Financial Services 401(k) match · 2022
Employer contribution per active participant$945
Median for plans this size$1,114

Intercam Financial Services's 2022 employer contribution ran below the $1,114 median for plans its size. 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 history1
2022$34,973 · 1.36%
Similar plansProfessional & Technical Services · California
Atosa USA, Inc. dba CA$2.5M · 0.67%
Flexton, Inc. CA$2.5M · 0.08%
Triller Inc. CA$2.4M · 1.24%
Wilshire Law Firm, PLC CA$2.3M · 2.20%
Instapage CA$2.3M · 0.13%
Channel Bakers, Inc. CA$2.3M · 1.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 010875110 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.