Plan Snapshot
- Plan Sponsor: Intact Technology INC
- Sponsor EIN: 521979206
- Sponsor Address: 12700 SUNRISE VALLEY DRIVE, RESTON, VA, 20191
- Plan Type: 401(k)
- Total Participants: 235
- Total Assets: $10.6M
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 | 235 | $10.6M | $262,999 | $2.1M |
| 2023 | 218 | $7.3M | $169,453 | $1.3M |
| 2022 | 111 | $4.7M | $120,047 | $883,787 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | INVESTMENT ADVISOR | $21,088 | $131 | $21,219 |
| 401K ADVISORS INC | INVESTMENT/FINANCIAL ADVI | $8,165 | — | $8,165 |
| ADP, INC. | RECORD KEEPER | $5,994 | — | $5,994 |
| BRONTIDE LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 401K ADVISORS INC — INVESTMENT/FINANCIAL ADVI
- ADP, INC. — RECORD KEEPER
- BRONTIDE LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,378
- Estimated Expense Ratio: 0.333% 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 | $35,248 | $29,254 | — | — | — |
| 2023 | $33,399 | $31,464 | — | — | — |
| 2022 | $27,535 | — | — | — | — |