Plan Ledger DOL Form 5500 · updated monthly

Intercept Interactive Inc.401(k)

INTERCEPT INTERACTIVE RETIREMENT PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Intercept Interactive Inc. reported $5,730 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,591 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 rose from 0.020% to 0.023%. 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 2,133rd-largest of 5,648 plans among New York employers on file, and the 4,589th of 11,654 in professional & technical services. In 2024, employees put in $1.69 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$26,240,957
Participants with balances318
Active participants166
Employer contributions$1,094,089
Employee contributions$1,844,367
Employer contribution per active participant$6,591
Average account balance$82,519
Benefits paid to participants$3,390,266
Plan auditUnmodified (clean) audit opinion
AuditorSAMUEL GOLDSTEIN & CO., P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$26.2M · 318 accts · $1.1M emplr
2023$22.9M · 356 accts · $1.1M emplr
2022$17.9M · 354 accts · $922K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,480
Total administrative$5,730
The Intercept Interactive Inc. 401(k) match · 2024
Employer contribution per active participant$6,591
Median for plans this size$2,416
2024$6,591 per active participant
2023$6,661 per active participant
2022$5,871 per active participant

Intercept Interactive Inc.'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.

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 · 20241
ASSOCIATED PENSION CONSULTANTS INC. · Other servicesindirect 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
2024$5,730 · 0.02%
2023$3,130 · 0.02%
2022$3,795 · 0.02%
Same employer
Similar plansProfessional & Technical Services · New York
Oml Inc. NY$27.3M · 0.81%
Nexfirm LLC NY$27.2M · 0.80%
Tg Therapeutics, Inc. NY$26.8M · 0.03%
MARK43, Inc. NY$26.3M · 0.37%
Sourcepass, LLC NY$25.9M · 0.74%
Rupp, Pfalzgraf LLC NY$25.9M · 0.09%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 134161931 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.