Plan Snapshot
- Plan Sponsor: Intact Services Usa LLC
- Sponsor EIN: 263300555
- Sponsor Address: 605 NORTH HIGHWAY 169, PLYMOUTH, MN, 55441
- Plan Type: 401(k)
- Total Participants: 1,637
- Total Assets: $838.1M
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 | 1,637 | $838.1M | $4.8M | $19.7M |
| 2023 | 1,598 | $787.7M | $6.4M | $18.8M |
| 2022 | 1,512 | $702.2M | $18.7M | $17.0M |
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 |
|---|---|---|---|---|
| VANGUARD ADVISERS INC. | NONE | $236,439 | — | $236,439 |
| THE VANGUARD GROUP, INC. | NONE | $192,544 | — | $192,544 |
| CROWE LLP | NONE | $35,175 | — | $35,175 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VANGUARD ADVISERS INC. — NONE
- THE VANGUARD GROUP, INC. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $464,158
- Estimated Expense Ratio: 0.055% 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 | $456,708 | — | — | — | — |
| 2023 | $493,438 | — | — | — | — |
| 2022 | $503,018 | — | — | — | — |