Plan Snapshot
- Plan Sponsor: Intermed, P A
- Sponsor EIN: 010484903
- Sponsor Address: 100 GANNETT DRIVE, SOUTH PORTLAND, ME, 04106
- Plan Type: 401(k)
- Total Participants: 1,020
- Total Assets: $170.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,020 | $170.2M | $4.6M | $7.2M |
| 2023 | 971 | $146.4M | $4.8M | $6.7M |
| 2022 | 870 | $122.1M | $3.4M | $5.7M |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — 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 | $105,646 | $13,431 | $1,200 | — | — |
| 2023 | $6,480 | $12,754 | $300 | — | — |
| 2022 | -$52,597 | $10,816 | — | — | — |