Plan Ledger DOL Form 5500 · updated monthly

Intervision Systems, LLC401(k)

INTERVISION SYSTEMS, LLC. 401(K) PROFIT SHARING PLAN · CHESTERFIELD, MO · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Intervision Systems, LLC reported $262,751 in plan administrative expenses for 2024: 0.39% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,685 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 0.28% to 0.39%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 252nd-largest of 1,393 plans among Missouri employers on file, and the 2,051st of 11,654 in professional & technical services. In 2024, employees put in $4.67 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$70,660,502
Participants with balances508
Active participants379
Employer contributions$1,017,512
Employee contributions$4,746,765
Employer contribution per active participant$2,685
Average account balance$139,095
Benefits paid to participants$8,558,188
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$70.7M · 508 accts · $1.0M emplr
2023$63.3M · 519 accts · $1.1M emplr
2022$56.5M · 490 accts · $1.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$238,601
Audit (IQPA)$24,150
Total administrative$262,751
The Intervision Systems, LLC 401(k) match · 2024
Employer contribution per active participant$2,685
Median for plans this size$3,635
2024$2,685 per active participant
2023$3,123 per active participant
2022$4,625 per active participant

Intervision Systems, LLC's 2024 employer contribution ran below the $3,635 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$238,600
MOSS ADAMS LLP · Accounting / audit$24,150
CETERA INVESTMENT ADVISERS LLC · Investment advisory (plan)indirect comp
BENEFIT PLANS PLUS LLC · 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 history3
2024$262,751 · 0.39%
2023$116,947 · 0.20%
2022$137,192 · 0.28%
Similar plansProfessional & Technical Services · Missouri
Ncm Associates, Inc. MO$86.3M · 0.10%
Ansira Partners II, LLC MO$80.9M · 0.35%
Brown & James, P.C. MO$73.4M · 0.13%
Gilmore & Bell, P.C. MO$72.5M · 0.17%
Eiif Management USA, Inc. MO$66.1M · 0.29%
Andrews McMeel Universal MO$60.8M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 812370820 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.