# Integrated Solutions For Systems, INC. 401(k) Plan
Source: https://planprovider.pro/companies/integrated-solutions-for-systems-inc-401k-plan

> Integrated Solutions For Systems, INC.'s 401(k) plan: 340 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/cary-street-partners) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/integrated-solutions-for-systems-inc-401k-plan)

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