Plan Snapshot
- Plan Sponsor: Integrated Medical Alliance,PA
- Sponsor EIN: 223277741
- Sponsor Address: 30 SHREWSBURY PLAZA, SHREWSBURY, NJ, 07702
- Plan Type: 401(k)
- Total Participants: 174
- Total Assets: $16.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 174 | $16.7M | $426,059 | $641,548 |
| 2023 | 167 | $17.0M | $399,734 | $691,132 |
| 2022 | 180 | $14.0M | $405,381 | $694,233 |
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 |
|---|---|---|---|---|
| HOLMAN FRENIA ALLISON, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOLMAN FRENIA ALLISON, P.C. — 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 | $53,724 | $15,000 | — | — | — |
| 2023 | $57,098 | $15,000 | $316 | — | — |
| 2022 | $57,366 | — | — | — | — |