Plan Ledger DOL Form 5500 · updated monthly

Into North America, Inc.401(k)

INTO NORTH AMERICA, INC.401(K) PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Into North America, Inc. reported $4,658 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,189 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 1 year on file its reported administrative ratio rose from 0.01% to 0.04%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 4,741st-largest of 9,483 plans among California employers on file, and 1,911th of 3,091 in educational services. In 2024, employees put in $1.54 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,062,786
Participants with balances202
Active participants169
Employer contributions$538,986
Employee contributions$828,125
Employer contribution per active participant$3,189
Average account balance$64,667
Benefits paid to participants$1,324,001
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.1M · 202 accts · $539K emplr
2023$11.2M · 203 accts · $552K emplr
2022$9.3M · 207 accts · $510K emplr
The Into North America, Inc. 401(k) match · 2024
Employer contribution per active participant$3,189
Median for plans this size$2,416
2024$3,189 per active participant
2023$3,808 per active participant
2022$3,227 per active participant

Into North America, Inc.'s 2024 employer contribution ran above 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 · 20242
WELLS FARGO ADVISORS · Investment advisory (plan)$30,884
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect 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$4,658 · 0.04%
2023$1,484 · 0.01%
2022Not separately reported
Same employer
Similar plansEducational Services · California
Village School CA$13.8M · 0.10%
Aka Head Start, Inc. CA$13.2M · 0.16%
Almaden Country Day School CA$12.9M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 471165310 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.