Plan Ledger DOL Form 5500 · updated monthly

Intervala, LLC401(k)

INTERVALA, LLC 401(K) RETIREMENT PLAN · MT. PLEASANT, PA · plan year 2024

Reported admin expense ratio · 2024
0.64%

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

Intervala, LLC reported $133,632 in plan administrative expenses for 2024: 0.64% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,628 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 rose from 0.60% to 0.64%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,450th-largest of 3,651 plans among Pennsylvania employers on file, and the 5,538th of 13,661 in manufacturing. In 2024, employees put in $2.97 for every $1.00 the employer contributed; active participation has grown from 327 to 380 since 2022.

Plan summary
Net assets, end of year$22,155,103
Participants with balances459
Active participants380
Employer contributions$618,724
Employee contributions$1,835,884
Employer contribution per active participant$1,628
Average account balance$48,268
Benefits paid to participants$2,667,790
Plan auditUnmodified (clean) audit opinion
AuditorLOUIS PLUNG & CO.
Plan history3
Yearassets · accounts · employer contribution
2024$22.2M · 459 accts · $619K emplr
2023$19.5M · 534 accts · $561K emplr
2022$15.3M · 423 accts · $484K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$58,315
Investment management$61,970
Total administrative$133,632
The Intervala, LLC 401(k) match · 2024
Employer contribution per active participant$1,628
Median for plans this size$2,416
2024$1,628 per active participant
2023$1,296 per active participant
2022$1,480 per active participant

Intervala, LLC's 2024 employer contribution ran below the $2,416 median for plans its size. 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 · 20244
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$11,628
HEFREN-TILLOTSON, INC. · Investment advisory (participants)indirect comp
ROBERT W. BAIRD & CO. INC. · Investment advisory (participants)indirect comp
METRO BENEFITS, INC. · Contract administratorindirect comp

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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Administrative cost history3
2024$133,632 · 0.64%
2023$139,069 · 0.80%
2022$98,612 · 0.60%
Same employer
Similar plansManufacturing · Pennsylvania
Aquaphoenix Scientific, LLC PA$22.6M · 0.54%
Rockland, Inc. PA$22.6M · 0.19%
Seegrid Corporation PA$22.2M · 0.44%
Furman Foods, Inc. PA$22.2M · 0.06%
Bimbo Bakeries USA Inc PA$22.0M · 0.60%
Gerrity's Supermarket, Inc. PA$21.8M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810760901 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.