Plan Ledger DOL Form 5500 · updated monthly

Itineris NA, Inc.401(k)

ITINERIS NA, INC. 401(K) P/S PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.49%

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

Itineris NA, Inc. reported $46,935 in plan administrative expenses for 2024: 0.49% of average plan assets, below the peer median. Employer contributions averaged $4,054 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Georgia (1,193rd of 2,160), and 7,737th of 11,654 in professional & technical services. In 2024, employees put in $2.10 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,857,384
Participants with balances124
Active participants122
Employer contributions$494,592
Employee contributions$1,039,142
Employer contribution per active participant$4,054
Average account balance$87,560
Benefits paid to participants$458,911
Plan auditUnmodified (clean) audit opinion
AuditorTRONCONI SEGARRA & ASSOC LLP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$46,935
Total administrative$46,935
The Itineris NA, Inc. 401(k) match · 2024
Employer contribution per active participant$4,054
Median for plans this size$1,313

Itineris NA, Inc.'s 2024 employer contribution ran above the $1,313 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
JOHN HANCOCK RETIREMENT PLAN SVS · Recordkeeping$6,827
MORGAN STANLEY SMITH BARNEY LLC · Investment advisory (participants)$28,696

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

Administrative cost history1
2024$46,935 · 0.49%
Same employer
Similar plansProfessional & Technical Services · Georgia
Smart Source, LLC GA$11.1M · 0.52%
Datum Software GA$11.1M · 0.41%
Bennett & Pless, Inc. GA$11.0M · 0.24%
Foy & Associates, PC GA$10.9M · 0.17%
Ihrc, Inc. GA$10.6M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 271791662 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.