Plan Snapshot
- Plan Sponsor: Integra Financial Services LLC
- Sponsor EIN: 275276229
- Sponsor Address: 1759 N 400 E STE 202, NORTH LOGAN, UT, 84321
- Plan Type: 401(k)
- Total Participants: 104
- Total Assets: $5.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 104 | $5.8M | $250,741 | $368,524 |
| 2023 | 102 | $4.5M | $245,572 | $352,960 |
| 2022 | 122 | $3.4M | $240,536 | $353,788 |
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 |
|---|---|---|---|---|
| JONES SIMKINS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JONES SIMKINS — 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 | $25,596 | $22,950 | $1,786 | — | — |
| 2023 | $20,123 | $16,954 | $2,309 | — | — |
| 2022 | $17,749 | $14,808 | $2,941 | — | — |