Plan Snapshot
- Plan Sponsor: Intermoor INC.
- Sponsor EIN: 201780510
- Sponsor Address: 101 YOUNGSWOOD ROAD, MORGAN CITY, LA, 703802276
- Plan Type: 401(k)
- Total Participants: 127
- Total Assets: $23.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 127 | $23.8M | $268,024 | $1.1M |
| 2023 | 135 | $21.8M | $255,116 | $1.0M |
| 2022 | 131 | $19.0M | $223,726 | $894,886 |
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 |
|---|---|---|---|---|
| DARNALL SIKES & FREDERICK | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DARNALL SIKES & FREDERICK — 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 | $97,324 | $59,969 | $37,355 | — | — |
| 2023 | $86,239 | $52,942 | $33,297 | — | — |
| 2022 | $89,060 | $51,926 | $32,980 | — | $4,154 |