Plan Ledger DOL Form 5500 · updated monthly

Intermark Group, Inc.401(k)

INTERMARK GROUP, INC. 401(K) PROFIT SHARING PLAN · BIRMINGHAM, AL · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Intermark Group, Inc. reported $15,300 in plan administrative expenses for 2024: 0.21% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,588 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 0.00% to 0.21%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Alabama (534th of 902), and 8,844th of 11,654 in professional & technical services. In 2024, employees put in $4.99 for every $1.00 the employer contributed; active participation has shrunk from 70 to 58 since 2022.

Plan summary
Net assets, end of year$7,592,338
Participants with balances153
Active participants58
Employer contributions$92,090
Employee contributions$459,161
Employer contribution per active participant$1,588
Average account balance$49,623
Benefits paid to participants$851,148
Plan auditUnmodified (clean) audit opinion
AuditorDENT MOSES, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$7.6M · 153 accts · $92K emplr
2023$6.8M · 165 accts · $69K emplr
2022$6.0M · 157 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$300
Audit (IQPA)$15,000
Total administrative$15,300
The Intermark Group, Inc. 401(k) match · 2024
Employer contribution per active participant$1,588
Median for plans this size$1,313
2024$1,588 per active participant
2023$911 per active participant

Intermark Group, Inc.'s 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
DENT MOSES LLP · Accounting / audit$15,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$300
CONCOURSE FINANCIAL GROUP SECURITIindirect 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$15,300 · 0.21%
2023$13,300 · 0.21%
2022$50 · 0.00%
Similar plansProfessional & Technical Services · Alabama
Goodwyn Partners, LLC AL$8.5M · 0.79%
Summit 7 Systems, LLC AL$8.5M · 0.69%
Cummings Aerospace AL$8.1M · 0.89%
Luckie & Company AL$7.4M · 0.32%
Lotus HR, Inc. AL$6.7M · 1.25%
Charter HR, Inc. AL$6.1M · 1.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 630731351 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.