Plan Ledger DOL Form 5500 · updated monthly

Intivity Inc.401(k)

INTIVITY INC. 401(K) SAVINGS PLAN · EAST ROCHESTER, NY · plan year 2022

Reported admin expense ratio · 2022
0.46%

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

Intivity Inc. reported $31,416 in plan administrative expenses for 2022: 0.46% of average plan assets, below the peer median. Employer contributions averaged $0 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in New York (4,205th of 5,648), and 3,407th of 5,215 in retail trade.

Plan summary
Net assets, end of year$6,361,677
Participants with balances92
Active participants92
Employer contributions$0
Employee contributions$333,982
Employer contribution per active participant$0
Average account balance$69,149
Benefits paid to participants$84,578
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$5,009
Investment management$26,407
Total administrative$31,416
The Intivity Inc. 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$1,114

Intivity Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$31,416 · 0.46%
Similar plansRetail Trade · New York
Moores Tire Sales, Inc. NY$6.6M · 0.46%
Robert Fox, Inc. NY$6.6M · 0.71%
Live Auctioneers LLC NY$6.5M · 0.49%
Ed Shults Chevrolet, Inc. NY$6.4M · 0.08%
Amorepacific US, Inc. NY$6.3M · 0.63%
Lithic, Inc. NY$6.3M · 0.12%
Total Care Rx NY$6.3M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161478699 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.