# Intermediaryed 403(b) Plan
Source: https://planprovider.pro/companies/act-inc-403b-plan

> Intermediaryed's 403(b) plan: 11 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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