# Intera Incorporated 401(k) Plan
Source: https://planprovider.pro/companies/intera-incorporated-401k-plan

> Intera Incorporated's 401(k) plan: 233 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [LARSON & COMPANY, PC](https://planprovider.pro/provider/larson-and-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|—|—|—|

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