# Integrated Supports For Living, INC. D/B/A Is Living, INC. 403(b) Plan
Source: https://planprovider.pro/companies/integrated-supports-for-living-inc-d-b-a-is-living-inc-plan

> Integrated Supports For Living, INC. D/B/A Is Living, INC.'s 403(b) plan: 211 participants, plan year 2024 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Integrated Supports For Living, INC. D/B/A Is Living, INC.

- **Sponsor EIN:** 237254097

- **Sponsor Address:** 1255 LEE ST., SE, SALEM, OR, 97302

- **Plan Type:** 403(b)

- **Total Participants:** 211

- **Total Assets:** $1.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|211|$1.5M|$207,700|$315,675|

| 2023|244|$1.1M|$0|$354,239|

| 2022|232|$674,246|$0|$364,307|

## 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|

| LEADING RETIREMENT SOLUTIONS, LLC|RECORDKEEPER|$9,831|—|$9,831|

| METZ & ASSOCIATES|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [METZ & ASSOCIATES](https://planprovider.pro/provider/metz-cpa-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $9,831

- **Estimated Expense Ratio:** 0.648% 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|$10,411|—|—|—|—|

| 2023|$532|—|—|—|—|

| 2022|—|—|—|—|—|

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