Plan Snapshot
- Plan Sponsor: Integration Innovation, INC. D/B/A I3
- Sponsor EIN: 261553193
- Sponsor Address: 8000 RIDEOUT RD, HUNTSVILLE, AL, 35808
- Plan Type: 401(k)
- Total Participants: 787
- Total Assets: $98.3M
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 | 787 | $98.3M | $6.9M | $6.3M |
| 2023 | 717 | $84.2M | $7.2M | $6.2M |
| 2022 | 653 | $60.4M | $5.8M | $5.2M |
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 |
|---|---|---|---|---|
| NAVIGATE 401K LLC | ADVISOR | $87,004 | — | $87,004 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $80,545 | — | $80,545 |
| HILL FOGG, P.C | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $167,549
- 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 | $167,549 | $87,004 | — | — | — |
| 2023 | $139,739 | $66,554 | $600 | — | — |
| 2022 | $134,294 | — | — | — | — |