Plan Ledger DOL Form 5500 · updated monthly

Intervention Inc.401(k)

INTERVENTION INC. 401(K) PLAN · LAKEWOOD, CO · plan year 2023

Reported admin expense ratio · 2023
0.39%

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

Intervention Inc. reported $31,046 in plan administrative expenses for 2023: 0.39% of average plan assets, below the peer median. Employer contributions averaged $1,111 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 0.39% to 0.41%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Colorado (857th of 1,461), and 6,269th of 11,911 in health care & social assistance. In 2023, employees put in $1.63 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,439,373
Participants with balances118
Active participants258
Employer contributions$286,522
Employee contributions$467,170
Employer contribution per active participant$1,111
Average account balance$71,520
Benefits paid to participants$438,921
Plan auditUnmodified (clean) audit opinion
AuditorWATSON COON RYAN
Plan history3
Yearassets · accounts · employer contribution
2024$7.1M · 127 accts · $310K emplr
2023$8.4M · 118 accts · $287K emplr
2022$7.3M · 126 accts · $284K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$31,046
Total administrative$31,046
The Intervention Inc. 401(k) match · 2023
Employer contribution per active participant$1,111
Median for plans this size$1,308
2024$1,270 per active participant
2023$1,111 per active participant
2022$1,187 per active participant

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

Service providers · 20233
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$31,046
PENSIONMARK FINANCIAL GROUP, LLC · Investment advisory (plan)indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

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$32,078 · 0.41%
2023$31,046 · 0.39%
2022$28,463 · 0.39%
Same employer
Similar plansHealth Care & Social Assistance · Colorado
Denver Rescue Mission CO$8.7M · 0.43%
Matrix Providers Inc. CO$8.7M · 1.11%
Urology Associates, P.C. CO$8.3M · 0.87%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742433259 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.