Plan Snapshot
- Plan Sponsor: Intensive Behavior Interventio
- Sponsor EIN: 760713886
- Sponsor Address: 1201 W 190TH ST STE 101, GARDENA, CA, 902484304
- Plan Type: 401(k)
- Total Participants: 130
- Total Assets: $3.4M
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 | 130 | $3.4M | $42,645 | $234,540 |
| 2023 | 266 | $2.8M | $42,941 | $214,662 |
| 2022 | 251 | $2.3M | $36,131 | $134,801 |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — 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 | $21,233 | $12,631 | $7,742 | — | — |
| 2023 | $17,028 | $10,110 | $303 | — | — |
| 2022 | $15,757 | $9,562 | $6,195 | — | — |