Plan Snapshot
- Plan Sponsor: Intermediaryed
- Sponsor EIN: 420841485
- Sponsor Address: PO BOX 28, MOUNT VERNON, IA, 52314
- Plan Type: 403(b)
- Total Participants: 11
- Total Assets: $393.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 11 | $393.2M | $1.4M | $2.2M |
| 2023 | 915 | $425.7M | $4.3M | $5.8M |
| 2022 | 1,043 | $387.9M | $4.3M | $5.7M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| RSM US LLP | Auditor | $27,825 | — | $27,825 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,825
- Estimated Expense Ratio: 0.007% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $286,986 | $103,752 | $32,272 | $27,825 | — |
| 2023 | $316,767 | $118,277 | $1,165 | $33,600 | — |
| 2022 | $336,893 | $115,717 | — | — | $16,538 |