Plan Ledger DOL Form 5500 · updated monthly

International Shoppes, Inc.401(k)

INTERNATIONAL SHOPPES, INC. 401(K) PROFIT SHARING PLAN · VALLEY STREAM, NY · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

International Shoppes, Inc. reported $24,143 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $1,159 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 0.19% to 0.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in New York (3,203rd of 5,648), and the 2,137th of 5,215 in retail trade. In 2024, employees put in $3.65 for every $1.00 the employer contributed; active participation has grown from 166 to 197 since 2022.

Plan summary
Net assets, end of year$12,996,480
Participants with balances152
Active participants197
Employer contributions$228,315
Employee contributions$832,862
Employer contribution per active participant$1,159
Average account balance$85,503
Benefits paid to participants$1,096,985
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.0M · 152 accts · $228K emplr
2023$11.3M · 143 accts · $211K emplr
2022$9.8M · 151 accts · $178K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,885
Investment management$22,258
Total administrative$24,143
The International Shoppes, Inc. 401(k) match · 2024
Employer contribution per active participant$1,159
Median for plans this size$2,416
2024$1,159 per active participant
2023$1,447 per active participant
2022$1,074 per active participant

International Shoppes, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20245
UBS FINANCIAL SERVICES, INC. · Recordkeeping · Trustee$22,258
ADP, INC. · Loan processing · Recordkeeping$1,885
CHARLES SCHWAB INVESTMENT MGMT INC. · Securities brokerage$1
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP, UBS
2023ADP, UBS

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Administrative cost history3
2024$24,143 · 0.20%
2023$20,918 · 0.20%
2022$19,786 · 0.19%
Similar plansRetail Trade · New York
C.M. Almy & Son, Inc. NY$13.6M · 0.52%
Uncommongoods, LLC NY$13.1M · 0.32%
Blue Mistral, LLC NY$13.0M · 0.39%
Moda Operandi Inc. NY$13.0M · 0.62%
Jv Asset Holdco LLC NY$12.9M · 0.03%
Sage Parts Plus, Inc. NY$12.8M · 0.58%
Bci Brands, LLC NY$12.4M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 111976807 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.