Plan Snapshot
- Plan Sponsor: Integrits Corporation
- Sponsor EIN: 330847178
- Sponsor Address: 5205 KEARNEY VILLA WAY, SUITE 200, SAN DIEGO, CA, 92123
- Plan Type: 401(k)
- Total Participants: 182
- Total Assets: $16.4M
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 | 182 | $16.4M | $711,733 | $1.3M |
| 2023 | 180 | $15.3M | $590,630 | $1.2M |
| 2022 | 171 | $13.1M | $529,957 | $1.1M |
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 ANNUITY INSURANCE CO OF AME | INVESTMENT MGMT | $104,724 | — | $104,724 |
| EMPOWER ANNUITY INSURANCE CO OF AME | RECORDKEEPER | $104,724 | — | $104,724 |
| PURSCHE KAPLAN STERLING INV | BROKER/ADVISOR | — | $59,664 | $59,664 |
| PREMIER PLAN CONSULTANTS | CONTRACT ADMIN | — | $5,000 | $5,000 |
| JGD & ASSOCIATES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JGD & ASSOCIATES LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $274,112
- Estimated Expense Ratio: 1.667% 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 | $106,944 | — | — | — | — |
| 2023 | $92,791 | — | $92,791 | — | — |
| 2022 | $87,194 | — | $87,194 | — | — |