Plan Ledger DOL Form 5500 · updated monthly

Interior Logic Group Holdings IV, LLC401(k)

INTERIOR LOGIC GROUP 401(K) PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

Interior Logic Group Holdings IV, LLC reported $687,884 in plan administrative expenses for 2024: 0.47% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,160 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 3 years on file its reported administrative ratio has held roughly steady near 0.47%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 683rd-largest of 9,483 plans among California employers on file, and the 438th of 5,337 in construction. In 2024, employees put in $4.24 for every $1.00 the employer contributed; active participation has shrunk from 4,825 to 3,417 since 2022.

Plan summary
Net assets, end of year$153,777,915
Participants with balances5,092
Active participants3,417
Employer contributions$3,963,087
Employee contributions$16,800,276
Employer contribution per active participant$1,160
Average account balance$30,200
Benefits paid to participants$23,282,922
Plan auditUnmodified (clean) audit opinion
AuditorPKC KUEBLER, APC
Plan history3
Yearassets · accounts · employer contribution
2024$153.8M · 5,092 accts · $4.0M emplr
2023$137.2M · 7,944 accts · $4.4M emplr
2022$119.5M · 6,366 accts · $4.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$505,153
Investment management$144,611
Audit (IQPA)$38,120
Total administrative$687,884
The Interior Logic Group Holdings IV, LLC 401(k) match · 2024
Employer contribution per active participant$1,160
Median for plans this size$3,635
2024$1,160 per active participant
2023$1,079 per active participant
2022$1,019 per active participant

Interior Logic Group Holdings IV, LLC's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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 · 20243
JOHN HANCOCK RETIREMENT PLAN SRVCS · Recordkeeping · Loan processing$505,153
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$144,611
PKC KUEBLER, APC · Accounting / audit$34,000

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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Administrative cost history3
2024$687,884 · 0.47%
2023$674,210 · 0.53%
2022$561,695 · 0.48%
Same employer
Similar plansConstruction · California
Bergelectric Corporation CA$168.7M · 0.29%
Pride Industries CA$159.7M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 830573621 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.