Plan Snapshot
- Plan Sponsor: Integrated Solutions For Systems, INC.
- Sponsor EIN: 261687937
- Sponsor Address: 2995 WALL TRIANA HWY, SW, HUNTSVILLE, AL, 35824
- Plan Type: 401(k)
- Total Participants: 340
- Total Assets: $32.2M
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 | 340 | $32.2M | $1.9M | $3.6M |
| 2023 | 268 | $23.3M | $1.5M | $2.9M |
| 2022 | 243 | $16.3M | $1.2M | $2.3M |
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 |
|---|---|---|---|---|
| CARY STREET PARTNERS INVESTMENT | ADVISOR | $84,207 | — | $84,207 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $35,823 | — | $35,823 |
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARY STREET PARTNERS INVESTMENT — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $120,030
- Estimated Expense Ratio: 0.372% 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 | $124,860 | $89,037 | — | — | — |
| 2023 | $61,545 | $35,273 | — | — | — |
| 2022 | $146,850 | — | $146,850 | — | — |