Plan Snapshot
- Plan Sponsor: Innovative Management & Technology Approaches, INC.
- Sponsor EIN: 541742722
- Sponsor Address: 2000 EDMUND HALLEY DRIVE, RESTON, VA, 20191
- Plan Type: 401(k)
- Total Participants: 102
- Total Assets: $5.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 102 | $5.2M | $129,644 | $193,693 |
| 2023 | 104 | $5.5M | $45,366 | $163,294 |
| 2022 | 82 | $5.3M | $41,320 | $155,022 |
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 |
|---|---|---|---|---|
| UHY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $11,345 | $790 | $6,000 | — | — |
| 2023 | $13,673 | $441 | $8,932 | $4,300 | — |
| 2022 | $16,833 | — | $5,283 | — | $11,550 |