Plan Ledger DOL Form 5500 · updated monthly

Itential, Inc.401(k)

ITENTIAL, INC. RETIREMENT PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.69%

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

Itential, Inc. reported $89,046 in plan administrative expenses for 2024: 0.69% of average plan assets, higher than ~90% of peers. Employer contributions averaged $5,436 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 0.47% to 0.69%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,019th-largest of 2,160 plans among Georgia employers on file, and 6,631st of 11,654 in professional & technical services. In 2024, employees put in $2.26 for every $1.00 the employer contributed; active participation has shrunk from 195 to 153 since 2022.

Plan summary
Net assets, end of year$14,746,577
Participants with balances193
Active participants153
Employer contributions$831,725
Employee contributions$1,880,917
Employer contribution per active participant$5,436
Average account balance$76,407
Benefits paid to participants$1,167,500
Plan auditUnmodified (clean) audit opinion
AuditorBMSS, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$14.7M · 193 accts · $832K emplr
2023$11.2M · 188 accts · $802K emplr
2022$8.5M · 195 accts · $767K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,835
Investment management$61,211
Total administrative$89,046
The Itential, Inc. 401(k) match · 2024
Employer contribution per active participant$5,436
Median for plans this size$2,416
2024$5,436 per active participant
2023$4,662 per active participant
2022$3,931 per active participant

Itential, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20242
OSAIC WEALTH INC · Investment advisory (plan)$60,107
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$27,835

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$89,046 · 0.69%
2023$64,770 · 0.66%
2022$39,933 · 0.47%
Same employer
Similar plansProfessional & Technical Services · Georgia
Kahua, Inc. GA$15.6M · 1.17%
Pierson Ferdinand LLP GA$14.7M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 464934449 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.