Plan Snapshot
- Plan Sponsor: Integrated Project Management Co., INC.
- Sponsor EIN: 363610804
- Sponsor Address: 60 N FRONTAGE RD., SUITE 300, BURR RIDGE, IL, 60527
- Plan Type: 401(k)
- Total Participants: 199
- Total Assets: $54.2M
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 | 199 | $54.2M | $1.1M | $2.9M |
| 2023 | 207 | $44.3M | $1.1M | $3.0M |
| 2022 | 218 | $37.2M | $1.1M | $2.9M |
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 |
|---|---|---|---|---|
| WEISS AND COMPANY 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 | $66,618 | $7,451 | $2,610 | — | — |
| 2023 | $118,734 | $42,339 | $1,375 | — | — |
| 2022 | $111,749 | $41,067 | $69,532 | — | $1,150 |