Plan Ledger DOL Form 5500 · updated monthly

Interval Brotherhood Home, Inc.401(k)

INTERVAL BROTHERHOOD HOME 401(K) PROFIT SHARING PLAN AND TRUST · AKRON, OH · plan year 2023

Reported admin expense ratio · 2023
0.84%

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

Interval Brotherhood Home, Inc. reported $12,560 in plan administrative expenses for 2023: 0.84% of average plan assets, higher than ~75% of peers. Employer contributions averaged $601 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 1 year on file its reported administrative ratio rose from 0.74% to 0.84%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Ohio (3,066th of 3,295), and 1,904th of 2,096 in real estate & leasing. In 2023, employees put in $3.28 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,635,116
Participants with balances97
Active participants102
Employer contributions$61,312
Employee contributions$201,095
Employer contribution per active participant$601
Average account balance$16,857
Benefits paid to participants$183,005
Plan auditUnmodified (clean) audit opinion
AuditorEIDE BAILLY,LLP
Plan history2
Yearassets · accounts · employer contribution
2023$1.6M · 97 accts · $61K emplr
2022$1.4M · 101 accts · $53K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$1,448
Investment management$11,112
Total administrative$12,560
The Interval Brotherhood Home, Inc. 401(k) match · 2023
Employer contribution per active participant$601
Median for plans this size$1,308
2023$601 per active participant
2022$527 per active participant

Interval Brotherhood Home, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
UBS FINANCIAL SERVICES, INC. · Recordkeeping · Pension consulting$10,625
ADP, INC. · Recordkeeping$1,448
ADP BROKER-DEALER · Other servicesindirect comp

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

Administrative cost history2
2023$12,560 · 0.84%
2022$11,322 · 0.74%
Similar plansReal Estate & Leasing · Ohio
Foremost Mgmt., Inc. OH$2.9M · 0.03%
Pepper Pike Staffing LLC OH$976K · 1.49%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 237090131 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.