Plan Ledger DOL Form 5500 · updated monthly

Intertrust Technologies Corporation401(k)

INTERTRUST TECHNOLOGIES CORPORATION 401(K) SAVINGS PLAN · BERKELEY, CA · plan year 2025

Reported admin expense ratio · 2025
0.26%

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

Intertrust Technologies Corporation reported $62,270 in plan administrative expenses for 2025: 0.26% of average plan assets, below the peer median. Employer contributions averaged $0 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 fell from 0.29% to 0.26%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other professional & technical services employers. By assets it is the 3,105th-largest of 9,483 plans among California employers on file, and the 4,752nd of 11,654 in professional & technical services. active participation has shrunk from 52 to 30 since 2022.

Plan summary
Net assets, end of year$25,024,375
Participants with balances83
Active participants30
Employer contributions$0
Employee contributions$745,240
Employer contribution per active participant$0
Average account balance$301,498
Benefits paid to participants$2,545,414
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$25.0M · 83 accts
2024$23.0M · 107 accts
2023$20.8M · 121 accts
2022$18.0M · 127 accts
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$29,768
Investment management$32,502
Total administrative$62,270
The Intertrust Technologies Corporation 401(k) match · 2025
Employer contribution per active participant$0
Median for plans this size$2,666

Intertrust Technologies Corporation's 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$29,768
MERCER INVESTMENT MANAGEMENT INC · Investment advisory (plan)$28,607

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

Administrative cost history4
2025$62,270 · 0.26%
2024$60,227 · 0.27%
2023$55,305 · 0.29%
2022$60,160 · 0.29%
Similar plansProfessional & Technical Services · California
Aviatrix Systems, Inc. CA$25.1M · 0.21%
Refurb Holdings LLC CA$25.1M · 0.26%
Zeno Management, Inc. CA$25.0M · 0.52%
Tickets.com. LLC CA$25.0M · 0.16%
Royal Business Bank CA$25.0M · 0.17%
Cask Nx LLC CA$24.9M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521672106 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.