Plan Snapshot
- Plan Sponsor: Integrated Employer Solutions, INC.
- Sponsor EIN: 870653068
- Sponsor Address: 3191 SOUTH VALLEY, SALT LAKE CITY, UT, 84109
- Plan Type: 401(k)
- Total Participants: 915
- Total Assets: $14.7M
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 | 915 | $14.7M | $669,786 | $1.7M |
| 2023 | 1,418 | $12.2M | $674,334 | $1.6M |
| 2022 | 776 | $8.6M | $549,970 | $1.4M |
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 |
|---|---|---|---|---|
| HAYNIE & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAYNIE & COMPANY — 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 | $191,731 | — | $180,639 | — | — |
| 2023 | $140,681 | — | $140,681 | — | — |
| 2022 | $103,646 | — | — | — | $103,646 |