Plan Snapshot
- Plan Sponsor: Intercap Lending, INC.
- Sponsor EIN: 850260899
- Sponsor Address: 11781 S. LONE PEAK PKWY #200, DRAPER, UT, 84020
- Plan Type: 401(k)
- Total Participants: 314
- Total Assets: $19.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 314 | $19.1M | $513,912 | $2.1M |
| 2023 | 336 | $17.3M | $546,970 | $2.1M |
| 2022 | 399 | $13.6M | $633,089 | $2.5M |
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 |
|---|---|---|---|---|
| JONES SIMKINS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JONES SIMKINS LLC — 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 | $100,685 | $4,288 | $91,238 | — | — |
| 2023 | $89,058 | $4,118 | $78,327 | — | — |
| 2022 | $85,311 | $3,257 | $77,552 | — | — |