# Integrated Medical Alliance,PA DC Plan
Source: https://planprovider.pro/companies/integrated-medicine-alliance-p-a-plan

> Integrated Medical Alliance,PA's DC plan: 174 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Integrated Medical Alliance,PA

- **Sponsor EIN:** 223277741

- **Sponsor Address:** 30 SHREWSBURY PLAZA, SHREWSBURY, NJ, 07702

- **Plan Type:** DC

- **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|

| FIDELITY INVESTMENTSINSTITUTIONAL|RECORDKEEPER|$38,724|—|$38,724|

| ALLIANT RETIREMENT SERVICES|ADVISOR|$15,000|—|$15,000|

| HOLMAN FRENIA ALLISON, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTSINSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [HOLMAN FRENIA ALLISON, P.C.](https://planprovider.pro/provider/holman-frenia-allison-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $53,724

- **Estimated Expense Ratio:** 0.322% of plan assets

### 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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/integrated-medicine-alliance-p-a-plan)

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