Plan Snapshot
- Plan Sponsor: Integral Consulting INC.
- Sponsor EIN: 481266683
- Sponsor Address: 1701 PEARL STREET, BOULDER, CO, 80302
- Plan Type: 401(k)
- Total Participants: 242
- Total Assets: $43.1M
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 | 242 | $43.1M | $1.1M | $2.5M |
| 2023 | 220 | $35.7M | $992,620 | $2.2M |
| 2022 | 179 | $29.0M | $749,822 | $1.9M |
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 |
|---|---|---|---|---|
| IMA WEALTH INC | NONE | $50,000 | — | $50,000 |
| T ROWE PRICE RPS INC | NONE | $13,845 | — | $13,845 |
| BLAZEK & VETTERLING | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLAZEK & VETTERLING — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $63,845
- Estimated Expense Ratio: 0.148% 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 | $64,498 | $659 | — | — | — |
| 2023 | $59,096 | $10,309 | — | — | — |
| 2022 | $92,108 | — | — | — | — |