# Integrity Management Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/integrity-management-services-inc-401k-plan

> Integrity Management Services, INC.'s 401(k) plan: 98 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/nationwide) — RECORDKEEPER

- [UHY LLP](https://planprovider.pro/provider/uhy-llp) — AUDITOR

- [PROACCOUNT](https://planprovider.pro/provider/nationwide-mutual-insurance-company) — 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/integrity-management-services-inc-401k-plan)

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