Plan Snapshot
- Plan Sponsor: Integrity Management Services, INC.
- Sponsor EIN: 263976707
- Sponsor Address: 5911 KINGSTOWNE VILLAGE PARKWAY, ALEXANDRIA, VA, 22315
- Plan Type: 401(k)
- Total Participants: 98
- Total Assets: $10.3M
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 | 98 | $10.3M | $264,722 | $526,238 |
| 2023 | 95 | $8.7M | $262,170 | $518,117 |
| 2022 | 91 | $7.3M | $251,351 | $457,991 |
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 |
|---|---|---|---|---|
| POINTOAK RETIREMENT ADVISORS | INVESTMENT ADVISOR | $32,979 | — | $32,979 |
| NATIONWIDE | RECORDKEEPER | $18,220 | — | $18,220 |
| UHY LLP | AUDITOR | $13,500 | — | $13,500 |
| PROACCOUNT | INVESTMENT ADVISORY | $12,786 | — | $12,786 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — RECORDKEEPER
- UHY LLP — AUDITOR
- PROACCOUNT — INVESTMENT ADVISORY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $77,485
- Estimated Expense Ratio: 0.754% 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 | $61,850 | — | — | — | — |
| 2023 | $78,221 | $31,398 | $7,196 | $12,000 | — |
| 2022 | $80,191 | $80,191 | — | — | — |