Plan Snapshot
- Plan Sponsor: Interapt, LLC
- Sponsor EIN: 263323656
- Sponsor Address: 552 E MARKET ST, LOUISVILLE, KY, 40202
- Plan Type: DC
- Total Participants: 129
- Total Assets: $704,703
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 129 | $704,703 | $0 | $202,574 |
| 2023 | 130 | $693,030 | $0 | $280,890 |
| 2022 | 137 | $483,692 | $0 | $302,317 |
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 |
|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERV | Recordkeeper | $14,910 | — | $14,910 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,910
- Estimated Expense Ratio: 2.116% 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 | $16,666 | — | — | — | — |
| 2023 | $13,944 | — | — | — | — |
| 2022 | $10,163 | — | — | — | — |