# Integra Financial Services LLC 401(k) Plan
Source: https://planprovider.pro/companies/integra-financial-services-llc-401k-plan

> Integra Financial Services LLC's 401(k) plan: 104 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/jones-simkins-llc) — 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|—|—|

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