Plan Ledger DOL Form 5500 · updated monthly

Intesa Sanpaolo S.P.A.401(k)

INTESA SANPAOLO S.P.A. EMPLOYEES 401(K) SAVINGS PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Intesa Sanpaolo S.P.A. reported $61,975 in plan administrative expenses for 2024: 0.08% of average plan assets, below the peer median. Employer contributions averaged $14,534 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 0.00% to 0.08%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 927th-largest of 5,648 plans among New York employers on file, and the 1,162nd of 4,798 in finance & insurance. In 2024, the employer put in $1.15 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$82,210,994
Participants with balances226
Active participants167
Employer contributions$2,427,192
Employee contributions$2,106,966
Employer contribution per active participant$14,534
Average account balance$363,765
Benefits paid to participants$5,857,570
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$82.2M · 226 accts · $2.4M emplr
2023$70.6M · 222 accts · $2.2M emplr
2022$62.0M · 218 accts · $2.2M emplr
Administrative expenses, itemized · 2024
Investment management$61,975
Total administrative$61,975
The Intesa Sanpaolo S.P.A. 401(k) match · 2024
Employer contribution per active participant$14,534
Median for plans this size$3,635
2024$14,534 per active participant
2023$14,133 per active participant
2022$13,891 per active participant

Intesa Sanpaolo S.P.A.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
NEWPORT CAPITAL GROUP · Investment advisory (plan)$60,000

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$61,975 · 0.08%
2023$17,200 · 0.03%
2022$2,150 · 0.00%
Same employer
Similar plansFinance & Insurance · New York
Equiniti Trust Company NY$85.5M · 0.01%
American Securities LLC NY$83.8M · 0.08%
Hiscox Inc. NY$82.1M · 0.20%
Gamco Investors, Inc. NY$81.5M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 522196811 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.