# Intercity Investments, INC. 401(k) Plan
Source: https://planprovider.pro/companies/intercity-investments-inc-401k-plan

> Intercity Investments, INC.'s 401(k) plan: 62 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Intercity Investments, INC.

- **Sponsor EIN:** 751795567

- **Sponsor Address:** 4301 WESTSIDE DRIVE, SUITE 100, DALLAS, TX, 752096570

- **Plan Type:** 401(k)

- **Total Participants:** 62

- **Total Assets:** $13.3M

## 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|62|$13.3M|$215,836|$431,670|

| 2023|64|$11.9M|$236,499|$472,995|

| 2022|64|$10.5M|$232,605|$465,205|

## 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|

| LORI K. ORTA, P.C.|Auditor|—|—|$0|

## 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|$391,398|—|$39,869|—|—|

| 2023|$673,066|—|$43,993|—|—|

| 2022|$46,643|—|—|—|—|

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