Plan Snapshot
- Plan Sponsor: Integra Realty Resources, INC
- Sponsor EIN: 582471341
- Sponsor Address: 7800 EAST UNION AVENUE SUITE 400, DENVER, CO, 80237
- Plan Type: 401(k)
- Total Participants: 128
- Total Assets: $16.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 128 | $16.5M | $395,260 | $822,358 |
| 2023 | 131 | $14.0M | $353,883 | $771,890 |
| 2022 | 153 | $16.6M | $401,097 | $970,092 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | Recordkeeper | $203,804 | — | $203,804 |
| SAGEVIEW ADVISORY GROUP LLC | Investment Advisor | $40,000 | — | $40,000 |
| PINNACLE FINANCIAL SERVICES, INC. | Recordkeeper | $25,613 | — | $25,613 |
| INTEGRA REALTY RESOURCES INC | Other Service Provider | $24,000 | — | $24,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAGEVIEW ADVISORY GROUP LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $293,417
- Estimated Expense Ratio: 1.783% 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 | $22,564 | — | $22,564 | — | — |
| 2023 | $167,605 | $167,605 | — | — | — |
| 2022 | $191,124 | — | $191,124 | — | — |