Plan Ledger DOL Form 5500 · updated monthly

Intrepid USA, Inc.401(k)

INTREPID USA, INC. 401(K) PLAN · DALLAS, TX · plan year 2023

Reported admin expense ratio · 2023
0.41%

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

Intrepid USA, Inc. reported $93,814 in plan administrative expenses for 2023: 0.41% of average plan assets, above 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.

Across the 2 years on file its reported administrative ratio rose from 0.43% to 0.47%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,780th-largest of 5,688 plans among Texas employers on file, and the 3,230th of 11,911 in health care & social assistance. In 2023, employees put in $34799.67 for every $1.00 the employer contributed; active participation has shrunk from 1,142 to 919 since 2022.

Plan summary
Net assets, end of year$24,234,643
Participants with balances1,177
Active participants919
Employer contributions$81
Employee contributions$2,818,773
Employer contribution per active participant$0
Average account balance$20,590
Benefits paid to participants$3,564,622
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$17.9M · 611 accts
2023$24.2M · 1,177 accts · $81 emplr
2022$21.4M · 1,236 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$93,814
Total administrative$93,814
The Intrepid USA, Inc. 401(k) match · 2023
Employer contribution per active participant$0
Median for plans this size$2,440

Intrepid USA, Inc.'s 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$93,814

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025Not separately reported
2024$98,382 · 0.47%
2023$93,814 · 0.41%
2022$101,187 · 0.43%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Texas Heart Institute TX$24.3M · 0.02%
Nluc, PLLC TX$24.2M · 0.03%
Methodist Children's Home TX$24.1M · 0.35%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 411684069 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.