Plan Ledger DOL Form 5500 · updated monthly

Theoris, Inc.401(k)

THEORIS GROUP, INC. 401(K) PROFIT SHARING PLAN · INDIANAPOLIS, IN · plan year 2023

Reported admin expense ratio · 2023
0.28%

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

Theoris, Inc. reported $35,347 in plan administrative expenses for 2023: 0.28% of average plan assets, above the peer median. Employer contributions averaged $1,915 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 0.28% to 0.30%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 755th-largest of 1,562 plans among Indiana employers on file, and 6,893rd of 11,654 in professional & technical services. In 2023, employees put in $3.39 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,746,187
Participants with balances314
Active participants161
Employer contributions$308,277
Employee contributions$1,045,547
Employer contribution per active participant$1,915
Average account balance$43,778
Benefits paid to participants$779,503
Plan auditUnmodified (clean) audit opinion
AuditorKATZ SAPPER AND MILLER LLP
Plan history3
Yearassets · accounts · employer contribution
2024$13.7M · 342 accts · $319K emplr
2023$13.7M · 314 accts · $308K emplr
2022$11.1M · 328 accts · $305K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$5,469
Investment management$29,878
Total administrative$35,347
The Theoris, Inc. 401(k) match · 2023
Employer contribution per active participant$1,915
Median for plans this size$2,440
2024$1,295 per active participant
2023$1,915 per active participant
2022$1,850 per active participant

Theoris, Inc.'s 2023 employer contribution ran below the $2,440 median for plans its size. 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
SHEPHERD FINANCIAL INVEST. ADVISORY · Recordkeeping · Trustee$29,878
ADP, INC. · Loan processing · Recordkeeping$5,468
ADP BROKER-DEALERindirect 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
2024ADP, SHEPHERD FINANCIAL INVEST. ADVISORY
2023ADP, SHEPHERD FINANCIAL INVEST. ADVISORY

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

Administrative cost history3
2024$41,344 · 0.30%
2023$35,347 · 0.28%
2022$33,080 · 0.28%
Same employer
Similar plansProfessional & Technical Services · Indiana
Aunalytics, Inc. IN$14.7M · 0.56%
Formstack, LLC IN$14.5M · 0.04%
The Schneider Corporation IN$13.8M · 0.45%
Dgperry, PLLC IN$13.1M · 0.43%
Tpg, Inc. IN$13.0M · 0.05%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 351604343 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.