Plan Snapshot
- Plan Sponsor: Integrated Financial Settlements
- Sponsor EIN: 204029426
- Sponsor Address: 5299 DTC BOULEVARD, GREENWOOD VILLAGE, CO, 80111
- Plan Type: 401(k)
- Total Participants: 190
- Total Assets: $46.7M
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 | 190 | $46.7M | $571,215 | $2.4M |
| 2023 | 219 | $46.7M | $573,517 | $2.3M |
| 2022 | 216 | $39.9M | $513,206 | $2.0M |
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 |
|---|---|---|---|---|
| WIPFLI, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI, LLP — 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 | $70,604 | $44,934 | $25,670 | — | — |
| 2023 | $113,999 | — | $113,999 | — | — |
| 2022 | $106,391 | — | $106,391 | — | — |