Plan Ledger DOL Form 5500 · updated monthly

International Society of Automation403(b)

INTERNATIONAL SOCIETY OF AUTOMATION SECTION 403(B)(7) RETIREMENT PLAN · RESEARCH TRIANGLE PARK, NC · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

International Society of Automation reported $3,387 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $9,132 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 rose from 0.02% to 0.06%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 659th-largest of 2,005 plans among North Carolina employers on file, and the 913th of 3,341 in other services. In 2024, the employer put in $1.12 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$23,906,211
Participants with balances127
Active participants76
Employer contributions$694,022
Employee contributions$620,890
Employer contribution per active participant$9,132
Average account balance$188,238
Benefits paid to participants$604,825
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$20.7M · 108 accts · $818K emplr
2024$23.9M · 127 accts · $694K emplr
2023$20.7M · 124 accts · $613K emplr
2022$17.2M · 127 accts · $487K emplr
Employer contributions to the International Society of Automation plan · 2024
Employer contribution per active participant$9,132
Median for plans this size$2,416
2025$11,516 per active participant
2024$9,132 per active participant
2023$9,012 per active participant
2022$6,238 per active participant

International Society of Automation'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
THE VANGUARD GROUP, INC. · Recordkeeping · Custodial (securities)$3,385

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$13,950 · 0.06%
2024$3,387 · 0.02%
2023$3,490 · 0.02%
2022$3,440 · 0.02%
Similar plansOther Services · North Carolina
McNc NC$32.4M · 0.00%
G & W Equipment, Inc. NC$25.9M · 0.24%
Autobell Car Wash, Inc. NC$21.2M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 250921042 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.