Plan Snapshot
- Plan Sponsor: Integrated Research, INC.
- Sponsor EIN: 770311060
- Sponsor Address: 4700 S SYRACUSE ST, SUITE 1000, DENVER, CO, 802372704
- Plan Type: 401(k)
- Total Participants: 41
- Total Assets: $6.0M
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 | 41 | $6.0M | $196,917 | $546,652 |
| 2023 | 47 | $4.8M | $209,813 | $485,549 |
| 2022 | 50 | $5.0M | $187,787 | $501,953 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $16,399 | — | $16,399 |
| GLOBAL RETIREMENT PARTNERS | INVESTMENT/FINANCIAL ADVI | $16,244 | — | $16,244 |
| SSA P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- GLOBAL RETIREMENT PARTNERS — INVESTMENT/FINANCIAL ADVI
- SSA P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,643
- Estimated Expense Ratio: 0.541% 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 | $32,644 | $29,919 | — | — | — |
| 2023 | $31,178 | $14,608 | — | — | — |
| 2022 | $33,850 | — | — | — | — |