Plan Snapshot
- Plan Sponsor: Intermark Group, INC.
- Sponsor EIN: 630731351
- Sponsor Address: 101 25TH ST. N,, BIRMINGHAM, AL, 35203
- Plan Type: 401(k)
- Total Participants: 58
- Total Assets: $7.6M
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 | 58 | $7.6M | $92,090 | $459,161 |
| 2023 | 76 | $6.8M | $69,218 | $425,863 |
| 2022 | 70 | $6.0M | $0 | $330,753 |
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 |
|---|---|---|---|---|
| CONCOURSE FINANCIAL GROUP SECURITI | ADVISOR | — | $18,056 | $18,056 |
| DENT MOSES LLP | ACCOUNTANT/AUDITOR | $15,000 | — | $15,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DENT MOSES LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,056
- Estimated Expense Ratio: 0.435% 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 | $15,300 | — | — | $15,000 | — |
| 2023 | $13,300 | — | — | $13,000 | — |
| 2022 | $50 | — | — | — | — |