Plan Ledger DOL Form 5500 · updated monthly

Interplan LLC401(k)

INTERPLAN LLC PROFIT SHARING 401(K) PLAN · ALTAMONTE SPRINGS, FL · plan year 2024

Reported admin expense ratio · 2024
0.61%

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

Interplan LLC reported $62,521 in plan administrative expenses for 2024: 0.61% of average plan assets, higher than ~75% of peers. Employer contributions averaged $861 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 has held roughly steady near 0.61%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,732nd-largest of 3,644 plans among Florida employers on file, and 7,841st of 11,654 in professional & technical services. In 2024, employees put in $5.00 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,516,839
Participants with balances202
Active participants167
Employer contributions$143,829
Employee contributions$718,581
Employer contribution per active participant$861
Average account balance$52,064
Benefits paid to participants$1,633,846
Plan auditUnmodified (clean) audit opinion
AuditorGLICKSTEIN LAVAL CARRIS PA
Plan history3
Yearassets · accounts · employer contribution
2024$10.5M · 202 accts · $144K emplr
2023$10.1M · 217 accts · $150K emplr
2022$8.4M · 222 accts · $134K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$60,410
Investment management$2,111
Total administrative$62,521
The Interplan LLC 401(k) match · 2024
Employer contribution per active participant$861
Median for plans this size$2,416
2024$861 per active participant
2023$924 per active participant
2022$783 per active participant

Interplan LLC'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 · 20242
TRANSAMERICA LIFE INS CO · Recordkeeping · Loan processing$60,409
MESIROW FINANCIAL INC · Investment advisory (plan)$2,111

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$62,521 · 0.61%
2023$59,264 · 0.64%
2022$57,931 · 0.62%
Same employer
Similar plansProfessional & Technical Services · Florida
Sentry Management, Inc. FL$10.2M · 0.91%
Majority Strategies LLC FL$10.1M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 593667640 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.