Plan Snapshot
- Plan Sponsor: Integrity Outsource, LLC
- Sponsor EIN: 451342107
- Sponsor Address: 4222 EAST THOMAS RD, SUITE 120, PHOENIX, AZ, 85018
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $310,537 | $728,879 |
| 2023 | 1,329 | $12.4M | $464,679 | $1.1M |
| 2022 | 1,036 | $10.7M | $420,605 | $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 |
|---|---|---|---|---|
| SLAVIC INTEGRATED ADMINISTRATION | TPA | $120,044 | — | $120,044 |
| BKS RETIREMENT SERVICES | INVESTMENT ADVISOR | $117,528 | — | $117,528 |
| INTEGRITY OUTSOURCE, LLC | PLAN ADMINISTRATOR | $69,312 | — | $69,312 |
| SLAVIC MUTUAL FUND MANAGEMENT CORP | PORTFOLIO MGMT | $33,458 | — | $33,458 |
| DOEREN MAYHEW ASSURANCE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DOEREN MAYHEW ASSURANCE — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $340,342
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 | $91,088 | — | $59,703 | — | — |
| 2023 | $170,171 | — | $94,678 | — | — |
| 2022 | $71,106 | $14,130 | $56,976 | — | — |