Plan Ledger DOL Form 5500 · updated monthly

Intrinsic Schools401(k)

INTRINSIC SCHOOLS 401(K) PROFIT SHARING PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.62%

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

Intrinsic Schools reported $24,493 in plan administrative expenses for 2024: 0.62% of average plan assets, above the peer median. Employer contributions averaged $599 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 3 years on file its reported administrative ratio has held roughly steady near 0.62%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Illinois (3,017th of 3,702), and 2,571st of 3,091 in educational services. In 2024, employees put in $4.19 for every $1.00 the employer contributed; active participation has grown from 213 to 245 since 2022.

Plan summary
Net assets, end of year$4,469,984
Participants with balances206
Active participants245
Employer contributions$146,757
Employee contributions$615,488
Employer contribution per active participant$599
Average account balance$21,699
Benefits paid to participants$228,153
Plan auditUnmodified (clean) audit opinion
AuditorORBA
Plan history3
Yearassets · accounts · employer contribution
2024$4.5M · 206 accts · $147K emplr
2023$3.4M · 192 accts · $141K emplr
2022$2.3M · 161 accts · $107K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,493
Total administrative$24,493
The Intrinsic Schools 401(k) match · 2024
Employer contribution per active participant$599
Median for plans this size$1,313
2024$599 per active participant
2023$581 per active participant
2022$502 per active participant

Intrinsic Schools's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
ADP, INC. · Loan processing · Recordkeeping$24,492

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

Recordkeeper by year2
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$24,493 · 0.62%
2023$16,975 · 0.59%
2022$13,836 · 0.60%
Similar plansEducational Services · Illinois
S.E.A.L. of Illinois IL$5.4M · 0.06%
Brookside Partners, LLC IL$5.4M · 0.04%
Concept Schools Nfp IL$5.1M · 0.37%
Eureka College IL$4.0M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 455454261 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.