# Integrated Research, INC. 401(k) Plan
Source: https://planprovider.pro/companies/integrated-research-inc-401k-plan

> Integrated Research, INC.'s 401(k) plan: 41 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [GLOBAL RETIREMENT PARTNERS](https://planprovider.pro/provider/global-retirement-partners-llc) — INVESTMENT/FINANCIAL ADVI

- [SSA P.C.](https://planprovider.pro/provider/ssa-pc) — 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|—|—|—|—|

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