# Integration Innovation, INC. D/B/A I3 401(k) Plan
Source: https://planprovider.pro/companies/integration-innovation-inc-d-b-a-i3-401k-plan

> Integration Innovation, INC. D/B/A I3's 401(k) plan: 787 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — 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|—|—|—|—|

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