Plan Ledger DOL Form 5500 · updated monthly

Plan International USA, Inc.401(k)

PLAN INTERNATIONAL USA, INC. RETIREMENT PLAN · PROVIDENCE, RI · plan year 2025

Reported admin expense ratio · 2025
0.40%

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

Plan International USA, Inc. reported $88,640 in plan administrative expenses for 2025: 0.40% of average plan assets, above the peer median. Employer contributions averaged $9,807 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 fell from 0.57% to 0.40%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other other services employers. By assets it is the 114th-largest of 286 plans among Rhode Island employers on file, and the 964th of 3,341 in other services. In 2025, the employer put in $1.03 for every $1.00 employees contributed themselves; active participation has shrunk from 127 to 74 since 2022.

Plan summary
Net assets, end of year$22,513,125
Participants with balances181
Active participants74
Employer contributions$725,714
Employee contributions$705,729
Employer contribution per active participant$9,807
Average account balance$124,382
Benefits paid to participants$3,353,026
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$22.5M · 181 accts · $726K emplr
2024$21.4M · 197 accts · $823K emplr
2023$20.0M · 205 accts · $802K emplr
2022$18.4M · 201 accts · $843K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$14,341
Investment management$59,461
Audit (IQPA)$14,838
Total administrative$88,640
The Plan International USA, Inc. 401(k) match · 2025
Employer contribution per active participant$9,807
Median for plans this size$2,666
2025$9,807 per active participant
2024$7,283 per active participant
2023$7,222 per active participant
2022$6,642 per active participant

Plan International USA, Inc.'s 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
BENEFIT PLAN ADMIN SERVICES INC. · Recordkeeping · Trustee$29,070
CAPITAL WEALTH MANAGEMENT, INC · Investment advisory (plan) · Investment management$30,983
KAHN, LITWIN, RENZA & CO., LTD. · Accounting / audit$14,838
GLOBAL RETIREMENT PARTNERS, LLC · Investment advisory (plan) · Investment management$13,750

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

Recordkeeper by year3
2025BENEFIT PLAN ADMIN SERVICES INC.
2024BENEFIT PLAN ADMIN SERVICES INC.
2023BENEFIT PLAN ADMIN SERVICES INC.

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Administrative cost history4
2025$88,640 · 0.40%
2024$122,743 · 0.59%
2023$114,935 · 0.60%
2022$114,011 · 0.57%
Same employer
Similar plansOther Services · Rhode Island
Community Care Alliance RI$22.4M · 0.03%
Falvey Linen Supply, Inc. RI$17.8M · 0.20%
Coastline Eap RI$13.9M · 0.08%
Looking Upwards, Inc. RI$9.1M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 135661832 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.