Plan Ledger DOL Form 5500 · updated monthly

International Sos Assistance, Inc.401(k)

INTERNATIONAL SOS AND THE INTERNATIONAL SOS GROUP OF COMPANIES 401(K) PLAN · TREVOSE, PA · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

International Sos Assistance, Inc. reported $45,509 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,696 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 fell from 0.06% to 0.05%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 500th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,603rd of 11,654 in professional & technical services. In 2024, employees put in $3.28 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$93,822,929
Participants with balances1,160
Active participants1,012
Employer contributions$1,716,720
Employee contributions$5,625,131
Employer contribution per active participant$1,696
Average account balance$80,882
Benefits paid to participants$7,480,137
Plan auditUnmodified (clean) audit opinion
AuditorBELFINT LYONS SHUMAN
Plan history3
Yearassets · accounts · employer contribution
2024$93.8M · 1,160 accts · $1.7M emplr
2023$79.2M · 1,227 accts · $2.1M emplr
2022$67.8M · 1,358 accts · $2.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$45,509
Total administrative$45,509
The International Sos Assistance, Inc. 401(k) match · 2024
Employer contribution per active participant$1,696
Median for plans this size$3,635
2024$1,696 per active participant
2023$2,017 per active participant
2022$1,767 per active participant

International Sos Assistance, Inc.'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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$42,899

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$45,509 · 0.05%
2023$44,806 · 0.06%
2022$45,043 · 0.06%
Same employer
Similar plansProfessional & Technical Services · Pennsylvania
Accolade, Inc. PA$103.2M · 0.04%
Fullsight, LLC PA$94.8M · 0.23%
S. Emerson Group, Inc. PA$86.4M · 0.00%
The Judge Group, Inc. PA$86.2M · 0.31%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 911501877 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.