Plan Snapshot
- Plan Sponsor: Integration Appliance, INC. Dba Intapp
- Sponsor EIN: 770566254
- Sponsor Address: 3101 PARK BOULEVARD, PALO ALTO, CA, 94306
- Plan Type: 401(k)
- Total Participants: 865
- Total Assets: $112.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 865 | $112.1M | $8.7M | $12.7M |
| 2023 | 869 | $84.0M | $6,042 | $11.5M |
| 2022 | 780 | $64.3M | $3.5M | $9.2M |
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 |
|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $57,065 | — | $57,065 |
| VITA PLANNING GROUP LLC | Investment Advisor | $54,914 | — | $54,914 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $111,979
- Estimated Expense Ratio: 0.100% 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 | $111,979 | $111,979 | — | — | — |
| 2023 | $85,866 | $85,866 | — | — | — |
| 2022 | $72,895 | $72,895 | — | — | — |