Plan Snapshot
- Plan Sponsor: Integrated Procurement Technologies , INC.
- Sponsor EIN: 770424537
- Sponsor Address: 7230 HOLLISTER AVENUE, GOLETA, CA, 931172992
- Plan Type: 401(k)
- Total Participants: 106
- Total Assets: $13.5M
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 | 106 | $13.5M | $417,440 | $782,258 |
| 2023 | 107 | $13.2M | $382,120 | $776,540 |
| 2022 | 108 | $12.4M | $369,563 | $698,972 |
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 |
|---|---|---|---|---|
| NASIF, HICKS, HARRIS & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NASIF, HICKS, HARRIS & CO., 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 | $61,003 | $40,781 | $20,222 | — | — |
| 2023 | $43,213 | $36,838 | $6,375 | — | — |
| 2022 | $35,920 | — | $35,920 | — | — |