Intermediaryed 401(k) match, vesting and fees
What Intermediaryed's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 12,381 defined-contribution plans in educational services with fewer than 100 participants.
| Intermediaryed: employer contribution per participant | $3,235 | |
| Peer median | $1,175 |
| Intermediaryed: average balance | $9,249 | |
| Peer median | $26,607 |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $83K at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 9 | $83K | $29K | $3,235 | — | Not published | 5500-SF ↗ |
Other Intermediaryed plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Act, Inc. Defined Contribution Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | TIAA | Schedule C ↗ |
| Independent auditor | Rsm US LLP (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
403(b) Thrift Plan for Professional Examination Service
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Common questions
Does Intermediaryed match 401(k) contributions?
The match terms for the Intermediaryed 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $29K in employer contributions, about $3,235 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Intermediaryed 401(k) match vested?
The vesting schedule for the Intermediaryed 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Intermediaryed 401(k)?
The filing names National Benefit Services, LLC as plan administrator; it does not list a recordkeeper.
I left Intermediaryed. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (National Benefit Services, LLC, (801) 532-4000). The Intermediaryed old 401(k) page lists the contacts from every plan filing. Find an old Intermediaryed 401(k)
Data from the public Form 5500 annual reports Intermediaryed filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Intermediaryed. Not financial advice. Report a correction · Methodology