Plan Ledger DOL Form 5500 · updated monthly

Intermed, P A401(k)

INTERMED, P.A. 401(K) & PROFIT SHARING PLAN · SOUTH PORTLAND, ME · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Intermed, P A reported $105,646 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $4,513 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 1 year on file its reported administrative ratio rose from 0.00% to 0.07%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 21st-largest of 354 plans among Maine employers on file, and the 721st of 11,911 in health care & social assistance. In 2024, employees put in $1.57 for every $1.00 the employer contributed; active participation has grown from 870 to 1,020 since 2022.

Plan summary
Net assets, end of year$170,230,791
Participants with balances1,331
Active participants1,020
Employer contributions$4,603,763
Employee contributions$7,210,004
Employer contribution per active participant$4,513
Average account balance$127,897
Benefits paid to participants$10,571,797
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$170.2M · 1,331 accts · $4.6M emplr
2023$146.4M · 1,313 accts · $4.8M emplr
2022$122.1M · 1,255 accts · $3.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$92,215
Investment management$13,431
Total administrative$105,646
The Intermed, P A 401(k) match · 2024
Employer contribution per active participant$4,513
Median for plans this size$3,635
2024$4,513 per active participant
2023$4,975 per active participant
2022$3,875 per active participant

Intermed, P A's 2024 employer contribution ran above the $3,635 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$92,465
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$13,431

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$105,646 · 0.07%
2023$6,480 · 0.00%
2022Not separately reported
Same employer
Similar plansHealth Care & Social Assistance · Maine
Mainegeneral Health ME$414.4M · 0.06%
Central Maine Healthcare ME$217.9M · 0.14%
York Hospital ME$102.0M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 010484903 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.