Plan Snapshot
- Plan Sponsor: Integrated Rehabilitation Group, P.C.
- Sponsor EIN: 911745305
- Sponsor Address: 4220 - 132ND ST. SE, STE. 202, MILL CREEK, WA, 980128999
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 328
- Total Assets: $10.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2023 | 328 | $10.2M | $194,239 | $1.3M |
| 2022 | 283 | $7.8M | $149,398 | $1.2M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $23,409 | — | $23,409 |
| NORTHWESTERN MUTUAL WEALTH MGMT | Investment Advisor | $15,068 | — | $15,068 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $11,488 | — | $11,488 |
| DEFINITI LLC | Recordkeeper | $10,398 | — | $10,398 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,363
- Estimated Expense Ratio: 0.592% 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 |
|---|---|---|---|---|---|
| 2023 | $75,426 | $35,727 | $16,290 | — | — |
| 2022 | $61,135 | $33,230 | $10,168 | — | — |