Plan Snapshot
- Plan Sponsor: Intecrowd LLC
- Sponsor EIN: 472762732
- Sponsor Address: 8927 HYPOLUXO ROAD, SUITE A-4-330, LAKE WORTH, FL, 33467
- Plan Type: 401(k)
- Total Participants: 182
- Total Assets: $11.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 182 | $11.7M | $329,872 | $1.8M |
| 2023 | 182 | $8.6M | $306,927 | $1.7M |
| 2022 | 174 | $5.7M | $410,103 | $1.6M |
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 |
|---|---|---|---|---|
| FIRSTWAVE FINANCIAL | SERVICE PROVIDER | — | $73,027 | $73,027 |
| PIVOT CPA'S | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PIVOT CPA'S — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $73,027
- Estimated Expense Ratio: 0.622% 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 | $12,163 | — | — | — | — |
| 2023 | $6,907 | — | — | — | — |
| 2022 | $5,351 | — | $5,351 | — | — |