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)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2024 | 0 | $0 | $115,353 | $763,289 |
| 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 | $46,818 | — | $46,818 |
| NORTHWESTERN MUTUAL WEALTH MGMT | Investment Advisor | $30,136 | — | $30,136 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $22,976 | — | $22,976 |
| DEFINITI LLC | Recordkeeper | $20,796 | — | $20,796 |
| NORTHWESTERN MUTUAL INVESTMENT | Investment Advisor | — | $5,482 | $5,482 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NORTHWESTERN MUTUAL INVESTMENT — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $126,208
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 | $48,470 | $30,040 | $3,423 | — | — |
| 2023 | $75,426 | $35,727 | $16,290 | — | — |
| 2022 | $61,135 | $33,230 | $10,168 | — | — |