Plan Snapshot
- Plan Sponsor: Intera Incorporated
- Sponsor EIN: 743010638
- Sponsor Address: 9600 GREAT HILLS TRAIL, AUSTIN, TX, 78759
- Plan Type: 401(k)
- Total Participants: 233
- Total Assets: $46.6M
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 | 233 | $46.6M | $1.2M | $2.4M |
| 2023 | 197 | $39.7M | $1.1M | $2.2M |
| 2022 | 182 | $32.9M | $1.1M | $2.1M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $7,498 | — | $7,498 |
| ALLIANT RETIRMENT SERVICES LLC | CONSULTANT | $5,000 | — | $5,000 |
| LARSON & COMPANY, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- LARSON & COMPANY, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,498
- Estimated Expense Ratio: 0.027% 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 | -$9,942 | $7,498 | — | — | — |
| 2023 | $735 | $9,539 | — | — | — |
| 2022 | $12,504 | $8,011 | — | — | — |