Plan Snapshot
- Plan Sponsor: Integrity Marketing Group
- Sponsor EIN: 813098308
- Sponsor Address: 1445 ROSS AVE FL 40, DALLAS, TX, 75202
- Plan Type: 401(k)
- Total Participants: 4,830
- Total Assets: $268.9M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 4,830 | $268.9M | $16.1M | $31.8M |
| 2023 | 5,155 | $207.5M | $15.2M | $29.7M |
| 2022 | 5,497 | $141.7M | $12.2M | $23.1M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $513,109 | $99,889 | $413,220 | — | — |
| 2023 | $462,563 | $99,892 | $362,671 | — | — |
| 2022 | $396,911 | $130,083 | $266,828 | — | — |