Plan Snapshot
- Plan Sponsor: Integral Federal, INC.
- Sponsor EIN: 522081090
- Sponsor Address: 8444 WESTPARK DRIVE, MCLEAN, VA, 22102
- Plan Type: 401(k)
- Total Participants: 219
- Total Assets: $12.0M
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 | 219 | $12.0M | $388,982 | $934,935 |
| 2023 | 180 | $10.2M | $371,246 | $1.1M |
| 2022 | 155 | $9.0M | $395,699 | $1.0M |
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 |
|---|---|---|---|---|
| NEWPORT TRUST COMPANY, LLC | RECORDKEEPER | $35,276 | — | $35,276 |
| PNC ASSET MANAGEMENT | ADVISOR | $17,867 | — | $17,867 |
| BETHKE CPA, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BETHKE CPA, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,143
- Estimated Expense Ratio: 0.442% 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 | $53,277 | — | — | — | — |
| 2023 | $40,348 | $11,527 | $24,654 | — | — |
| 2022 | $39,471 | $7,812 | $31,659 | — | — |