Plan Ledger DOL Form 5500 · updated monthly

Iqor, Inc.401(k)

IQOR RETIREMENT SAVINGS PLAN · ST. PETERSBURG, FL · plan year 2024

Reported admin expense ratio · 2024
0.14%

Iqor, Inc. reported $64,324 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. 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 0.22% to 0.14%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 544th-largest of 3,644 plans among Florida employers on file, and the 308th of 2,534 in administrative & support services. active participation has shrunk from 3,803 to 2,725 since 2022.

Plan summary
Net assets, end of year$48,537,622
Participants with balances1,098
Active participants2,725
Employer contributions—
Employee contributions$1,330,464
Employer contribution per active participant—
Average account balance$44,205
Benefits paid to participants$5,408,971
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$48.5M · 1,098 accts
2023$46.6M · 1,178 accts
2022$44.4M · 1,274 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$60,245
Investment management$4,079
Total administrative$64,324
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
JOHN HANCOCK RETIREMENT PLAN SRVS · Recordkeeping · Loan processing$64,324
NEW YORK LIFE INSURANCE COMPANY · Investment advisory (plan)indirect comp

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$64,324 · 0.14%
2023$68,068 · 0.15%
2022$109,207 · 0.22%
Same employer
Similar plansAdministrative & Support Services · Florida
Waste Pro USA, Inc. FL$62.9M · 0.77%
Stafflink Outsourcing, Inc. FL$52.0M · 0.78%
Galloway, Inc. FL$51.1M · 0.24%
Yellowstone Landscape, Inc. FL$39.1M · 0.35%
Legacy Intermediate, LLC FL$38.8M · 0.61%
HR Delivered LLC FL$37.9M · 1.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311591790 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.