Plan Snapshot
- Plan Sponsor: Intergraph Corporation
- Sponsor EIN: 630573222
- Sponsor Address: 305 INTERGRAPH WAY, MADISON, AL, 35758
- Plan Type: 401(k)
- Total Participants: 4,613
- Total Assets: $1.7B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 4,613 | $1.7B | $34.3M | $56.2M |
| 2023 | 4,638 | $1.5B | $34.0M | $55.1M |
| 2022 | 4,618 | $1.2B | $29.2M | $47.3M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $415,450 | — | $415,450 |
| WARREN AVERETT LLC | NONE | $179,488 | — | $179,488 |
| AON INVESTMENTS USA INC | NONE | $173,960 | — | $173,960 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- WARREN AVERETT LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $768,898
- Estimated Expense Ratio: 0.047% 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 | $752,249 | — | — | — | — |
| 2023 | $630,940 | — | — | — | — |
| 2022 | $622,684 | — | — | — | — |