My Plan Facts

Georgia › Administrative and support and waste management services › 100 to 249 participants

Form 5500 statement · plan year 1 Jan 2024 to 31 Dec 2024

Intradiem, Inc. Retirement Savings Plan

Sponsored by Intradiem, Inc., Marietta, GA

401(k) plan

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.

$22.7Mnet assets, end of plan year+27% on the year
229participants177 active
$99,254net assets per participantsame-size median $60,185
$6,107employer contributions per active participantsame-size median $2,447

In the plan year ending 31 Dec 2024, Intradiem, Inc. Retirement Savings Plan covered 229 participants and held $22.7M in net assets. The plan is a 401(k) plan sponsored by Intradiem, Inc. of Marietta, Georgia.

Net assets came to $99,254 per participant, well above the $60,185 median for defined contribution plans with 100 to 249 participants and well above the $24,581 median for defined contribution plans in administrative and support and waste management services. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.

The employer contributed $1.1M during the year, or $6,107 per active participant against a same-size median of $2,447; participants contributed $2.2M and $710K arrived as rollovers and other contributions. Benefits paid out totalled $2.1M.

Schedule C lists 3 service provider organisations paid $5,000 or more, with reported compensation of $5,273: $23.03 per participant, well below the same-size median of $194. Administrative expenses charged to the plan were $5,273. Schedule C does not capture every cost: fees netted from fund returns and fees the employer pays directly are outside it.

Across the filings on record, net assets went from $5.6M in 2017 to $22.7M in 2024 (up 303%), and participants from 135 to 229 (up 70%).

The independent accountant's opinion on the financial statements was unmodified (unqualified), from an audit whose scope was limited under ERISA section 103(a)(3)(C) to exclude investment information certified by a bank or insurer.

Compared with similar plans

MeasureThis planSame sizeSame industryAll US DC plans
Net assets per participant$99,254$60,185$24,581$53,102
Employer contributions per active participant$6,107$2,447$1,302$2,175
Schedule C compensation per participant$23.03$194$98.48$123
Schedule C compensation, share of net assets0.02%0.32%0.44%0.26%
Administrative expenses per participant$23.03$176$95.90$116

Peer columns are medians for plan year 2024 across defined contribution plans with 100 or more participants: 100 to 249 participants (21,996 plans), administrative and support and waste management services (1,682) and all US plans (63,460). Fee medians cover plans that report an amount.

Trend by plan year

2017: $5.6M2018: $6.1M2019: $8.4M2020: $11.0M2021: $13.8M2022: $12.8M2023: $18.0M2024: $22.7M$5.6M$22.7M20172018202020222024
Net assets at year end
2017: 1352018: 1402019: 1532020: 1552021: 1862022: 2272023: 2392024: 22913523922920172018202020222024
Participants at year end
Plan yearParticipantsNet assetsPer participantEmployer contributionsParticipant contributionsSchedule C compensation
2024229$22.7M$99,253$1.1M$2.2M$5,000
2023239$18.0M$75,176$961K$1.9M$6,000
2022227$12.8M$56,449$822K$1.7M$5,000
2021186$13.8M$74,376$623K$1.4M$4,000
2020155$11.0M$71,052$517K$1.2M$21K
2019153$8.4M$54,667$461K$1.0M$30K
2018140$6.1M$43,514$381K$825K$26K
2017135$5.6M$41,822$250K$764K$22K

Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.

Statement for the year

  • Net assets, beginning of year$17,967,457
  • Employer contributions$1,080,881
  • Participant contributions$2,196,625
  • Rollovers and other contributions$709,681
  • Total contributions$3,987,187
  • Total income, including investment results$6,891,152
  • Benefits paid$2,124,153
  • Administrative expenses$5,273
  • Total expenses$2,129,426
  • Net income$4,761,726
  • Net transfers$0
  • Net assets, end of year$22,729,183

Participants

  • Active participants177
  • Retired or separated, receiving benefits8
  • Retired or separated, entitled to future benefits44
  • Participants with account balances222
  • Total participants, end of year229

Fees and service providers

$5,273Schedule C compensation to organisations$5,273 direct · $0 indirect
$23.03per participantsame-size median $194
0.02%of net assetssame-size median 0.32%
$5,273administrative expenses charged to the plan$23.03 per participant
OrganisationServices reportedDirectIndirect
Empower Annuity Insurance Company ORecordkeeping fees$2,963$0
Empower Advisory Group, LLCInvestment management$1,303$0
The Vanguard Group, Inc.Participant loan processing; Recordkeeping and information management$1,007$0

Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.

Administrative expenses on Schedule H

  • Recordkeeping fees$2,963
  • Investment advisory and management fees$1,303
  • Other administrative expenses$1,007
  • Total administrative expenses$5,273

Investment structure

Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.

  • Common/collective trusts$13.0M · 57.1%
  • Registered investment companies (mutual funds)$9.5M · 41.6%
  • Participant loans$221K · 1.0%
  • Receivables$60K · 0.3%

Audit and compliance answers, as filed

  • Accountant's opinionUnmodified (unqualified)
  • Audit scope limited under ERISA section 103(a)(3)(C)Yes
  • Accounting firmResj, P.C.
  • Participant contributions reported as transmitted lateYes, $32,524
  • Covered by a fidelity bondYes, $500,000
  • Blackout period during the yearYes

These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.

Plan characteristics

  • 2EProfit-sharing plan
  • 2FERISA section 404(c) plan
  • 2GTotal participant-directed account plan
  • 2JCode section 401(k) feature
  • 2KCode section 401(m) arrangement
  • 2TTotal or partial participant-directed account plan with a default investment account
  • 3DPre-approved pension plan

Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 561900: Other Support Services (including packaging & labeling services, & convention & trade show organizers).

Similar plans in Georgia

PlanSponsorParticipantsNet assetsPer participant
Excalibur Associates, Inc. 401(k) Savings & Profit Sharing PlanExcalibur Associates, Inc.251$3.9M$15,627
Phoenix Healthcare Management Services, Inc. 401(k) PlanPhoenix Healthcare Management Services, Inc.221$16.8M$76,157
RSH Staffing 401(k) PlanRSH Staffing, LLC257$9.1M$35,394
Affordable Business Solutions Retirement PlanAffordable Business Solutions, Inc.219$3.4M$15,455
Kemron Environmental Services, Inc. Employee Stock Ownership PlanKemron Environmental Services, Inc.258$18.3M$70,896
Melrose 401(k) Savings PlanMelrose North America, Inc.207$31.6M$152,851

Defined contribution plans in administrative and support and waste management services closest in size.

Questions and answers

How big is Intradiem, Inc. Retirement Savings Plan?

229 participants at the end of the plan year ending 31 Dec 2024, of whom 177 were active employees, with net assets of $22,729,183. Among defined contribution plans that places it in the 100 to 249 participants band, which held 21,996 plans in plan year 2024.

What does Intradiem, Inc. contribute per participant?

The filing reports $1,080,881 in employer contributions for the year, which is $6,107 per active participant; the median for plans of the same type and size was $2,447 in plan year 2024. Form 5500 reports the total only. It does not state the match formula, and the per-participant figure is an average, not any one person's contribution.

What fees does the plan pay and how do they compare?

Schedule C reports $5,273 in compensation to service provider organisations, $23.03 per participant or 0.02% of net assets. The same-size median among plans reporting any Schedule C compensation was $194 per participant. Administrative expenses on Schedule H were $5,273. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.

Who runs the plan?

The sponsor is Intradiem, Inc.. Recordkeeping or administration: Empower Annuity Insurance Company O and The Vanguard Group, Inc.. Investment advisory or management: Empower Advisory Group, LLC. The financial statements were audited by Resj, P.C.. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.

Was the audit opinion unqualified?

The filing reports an unmodified (unqualified) opinion from a limited-scope audit, in which the accountant did not audit investment information certified by a bank or insurance company. Unmodified (formerly "unqualified") is the standard clean opinion.

How current is this, and does it show my balance?

This is the Form 5500 for the plan year 1 Jan 2024 to 31 Dec 2024, received by the Department of Labor on 14 Oct 2025. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 58-2190364, plan 002, received 14 Oct 2025; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.