Department of Labor filing

INTERVALA, LLC

INTERVALA, LLC 401(K) RETIREMENT PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 14, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

36filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$1,628

Reported employer contributions per active participant.

Higher than about 36% of comparable plans

#People in the filing

380

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$222 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 38% of comparable plans

↗Investment performance

Not available

Plan assets changed 13.7%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202436out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions36th percentileTypical peer $2,163 · based on 323 comparable plans

Lower reported administrative expense38th percentileTypical peer $162 · based on 321 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, INTERVALA, LLC reported $618,724 in employer contributions across the plan and 380 active participants. That works out to $1,628 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy77%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 10.0%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 6.2%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context36/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $618,724
Participant contributions: $1,835,884
Other contributions: $417,572
Employer share of reported contributions: 25.2%
Beginning assets: $19,484,839
Ending assets: $22,155,103
Ending net assets: $22,155,103
Ending liabilities: $0
Total income: $5,471,686
Total expenses: $2,801,422
Administrative expenses: $133,632
Participant loans: $292,552

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$1,480

2023

$1,296

2024

$1,628

Plan-paid administrative expenses per participant

2022

$237

2023

$274

2024

$222

Active participants

2022

327

2023

433

2024

380

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,628	380	22.2M	20251014082706NAL0002403521001
2023	$1,296	433	19.5M	20241011115543NAL0010886179001
2022	$1,480	327	15.3M	20231016121415NAL0050873184001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.3%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 810760901-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2016
Industry: Industry group 335
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2F2G2J2K2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
HEFREN-TILLOTSON, INC.	2024	Not reported	unknown
JOHN HANCOCK LIFE INSURANCE COMPANY	2024	Not reported	unknown
ROBERT W. BAIRD & CO., INC.	2024	Not reported	unknown

Current plan terms

Help fill the gap the filing leaves.

If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.

Share a document →

Filing ACK_ID20251014082706NAL0002403521001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗