Plan Ledger DOL Form 5500 · updated monthly

Intuitive Research and Technology Corporation401(k)

INTUITIVE RESEARCH AND TECHNOLOGY CORPORATION RETIREMENT PLAN · HUNTSVILLE, AL · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Intuitive Research and Technology Corporation reported $90,352 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. Employer contributions averaged $7,518 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 fell from 0.15% to 0.09%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 71st-largest of 902 plans among Alabama employers on file, and the 1,450th of 11,654 in professional & technical services. In 2024, employees put in $1.57 for every $1.00 the employer contributed; active participation has grown from 517 to 581 since 2022.

Plan summary
Net assets, end of year$104,475,070
Participants with balances734
Active participants581
Employer contributions$4,367,812
Employee contributions$6,846,722
Employer contribution per active participant$7,518
Average account balance$142,337
Benefits paid to participants$10,943,096
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$104.5M · 734 accts · $4.4M emplr
2023$90.7M · 728 accts · $4.0M emplr
2022$76.1M · 666 accts · $4.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$90,352
Total administrative$90,352
The Intuitive Research and Technology Corporation 401(k) match · 2024
Employer contribution per active participant$7,518
Median for plans this size$3,635
2024$7,518 per active participant
2023$7,137 per active participant
2022$7,995 per active participant

Intuitive Research and Technology Corporation'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 · 20243
EPIC RETIREMENT PLAN SERVICES · Recordkeeping$53,613
MORGAN STANLEY · Consulting · Investment advisory (participants)$35,987
ARIA · Consulting · Investment advisory (participants)$23,225

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

Recordkeeper by year2
2024EPIC RPS
2023Pentegra

This plan has changed recordkeepers within these filings. If you left Intuitive Research and Technology Corporation before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$90,352 · 0.09%
2023$80,015 · 0.10%
2022$118,026 · 0.15%
Same employer
Similar plansProfessional & Technical Services · Alabama
Dentons Sirote PC AL$118.1M · 0.33%
Pinnacle Solutions, LLC AL$106.7M · 0.20%
Thompson Holdings, Inc. AL$104.9M · 0.21%
Southern Research Institute AL$96.6M · 0.19%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 752821032 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.