Plan Snapshot
- Plan Sponsor: Integris
- Sponsor EIN: 731192764
- Sponsor Address: 3001 QUAIL SPRINGS PKWY, OKLAHOMA CITY, OK, 73134
- Plan Type: 401(k)
- Total Participants: 13,354
- Total Assets: $297.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 13,354 | $297.2M | $19.3M | $3.0M |
| 2023 | 11,987 | $253.7M | $27.9M | $2.8M |
| 2022 | 11,374 | $200.8M | $28.4M | $2.2M |
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 |
|---|---|---|---|---|
| KPMG, LLP | Auditor | $37,500 | — | $37,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KPMG, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,500
- Estimated Expense Ratio: 0.013% 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 | -$156,179 | $131,388 | — | $37,500 | — |
| 2023 | — | — | — | — | — |
| 2022 | $2,734 | $86,904 | — | — | — |