Plan Snapshot
- Plan Sponsor: Integrated Solutions, INC.
- Sponsor EIN: 481125227
- Sponsor Address: 215 S. LAURA, WICHITA, KS, 67211
- Plan Type: 401(k)
- Total Participants: 115
- Total Assets: $5.3M
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 | 115 | $5.3M | $123,599 | $296,213 |
| 2023 | 109 | $4.5M | $105,572 | $303,754 |
| 2022 | 103 | $3.8M | $123,906 | $344,040 |
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 |
|---|---|---|---|---|
| B T & CO., P. A. | Auditor | $9,000 | — | $9,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- B T & CO., P. A. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,000
- Estimated Expense Ratio: 0.170% 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 | $31,345 | $17,781 | — | $9,000 | — |
| 2023 | $29,026 | $15,344 | — | $8,600 | — |
| 2022 | $31,234 | $15,914 | — | — | $15,320 |