Plan Ledger DOL Form 5500 · updated monthly

Intercontinental Management Corp.401(k)

INTERCONTINENTAL COMPANIES 401(K) SAVINGS PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Intercontinental Management Corp. reported $1,343 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,743 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 fell from 0.005% to 0.003%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 781st-largest of 2,726 plans among Massachusetts employers on file, and the 1,869th of 4,798 in finance & insurance. In 2024, employees put in $2.51 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$42,909,987
Participants with balances159
Active participants124
Employer contributions$712,174
Employee contributions$1,787,767
Employer contribution per active participant$5,743
Average account balance$269,874
Benefits paid to participants$547,656
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$42.9M · 159 accts · $712K emplr
2023$34.8M · 155 accts · $692K emplr
2022$27.6M · 147 accts · $659K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,343
Total administrative$1,343
The Intercontinental Management Corp. 401(k) match · 2024
Employer contribution per active participant$5,743
Median for plans this size$2,416
2024$5,743 per active participant
2023$5,860 per active participant
2022$5,445 per active participant

Intercontinental Management Corp.'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
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$1,112

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$1,343 · 0.00%
2023$1,162 · 0.00%
2022$1,460 · 0.00%
Same employer
Similar plansFinance & Insurance · Massachusetts
Country Bank for Savings MA$43.3M · 0.00%
Psg Equity L.L.C. MA$42.6M · 0.02%
Unibank for Savings MA$40.5M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043126533 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.