# Intercommunity, INC. 401(k) Plan
Source: https://planprovider.pro/companies/intercommunity-inc-060954809-002

> Intercommunity, INC.'s 401(k) plan: 372 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Intercommunity, INC.

- **Sponsor EIN:** 060954809

- **Sponsor Address:** 800 CONNECTICUT BLVD., 4TH FLR, EAST HARTFORD, CT, 06108

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

- **Plan Number:** 002

- **Total Participants:** 372

- **Total Assets:** $19.4M

## 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|372|$19.4M|$982,698|$908,851|

| 2023|382|$18.2M|$2.1M|$830,686|

| 2022|384|$13.7M|$949,927|$734,721|

## 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|

| JIM HALLINAN PENSION CONSULTING, LL|Other Service Provider|$22,865|—|$22,865|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $22,865

- **Estimated Expense Ratio:** 0.118% 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|$17,278|—|$17,278|—|—|

| 2023|$15,961|—|$15,961|—|—|

| 2022|$22,300|—|—|—|$22,300|

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