Plan Snapshot
- Plan Sponsor: Integrated Health Resources, LLC
- Sponsor EIN: 582224682
- Sponsor Address: 1201 PEACHTREE ST NE, BLDG 400 STE, ATLANTA, GA, 30303
- Plan Type: 401(k)
- Total Participants: 412
- Total Assets: $2.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 412 | $2.5M | $19,917 | $823,594 |
| 2023 | 424 | $2.0M | $0 | $851,121 |
| 2022 | 432 | $1.1M | $0 | $630,658 |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT, LLP | Auditor | — | — | $0 |
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 | $52,463 | $11,631 | $13,173 | — | — |
| 2023 | $26,224 | $7,816 | $4,599 | — | — |
| 2022 | $10,208 | $4,626 | $5,582 | — | — |