Plan Snapshot
- Plan Sponsor: Integratecom INC
- Sponsor EIN: 274256422
- Sponsor Address: 2345 E THOMAS RD STE 100, PHOENIX, AZ, 850167858
- Plan Type: 401(k)
- Total Participants: 121
- Total Assets: $10.8M
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 | 121 | $10.8M | $348,283 | $1.6M |
| 2023 | 197 | $9.7M | $425,469 | $2.2M |
| 2022 | 326 | $6.8M | $0 | $2.3M |
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 |
|---|---|---|---|---|
| METZ CPA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- METZ CPA, PLLC — 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 | $28,065 | $336 | $26,869 | — | — |
| 2023 | $29,438 | $7,698 | $20,880 | — | — |
| 2022 | $36,296 | $19,052 | $17,244 | — | — |