Plan Snapshot
- Plan Sponsor: Internal Data Resources, INC.
- Sponsor EIN: 582389124
- Sponsor Address: 1120 SANCTUARY PARKWAY, ALPHARETTA, GA, 30009
- Plan Type: 401(k)
- Total Participants: 478
- Total Assets: $6.9M
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 | 478 | $6.9M | $133 | $1.1M |
| 2023 | 542 | $5.5M | $0 | $1.2M |
| 2022 | 699 | $4.0M | $0 | $1.2M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $45,840 | — | $45,840 |
| RAYMOND JAMES & ASSOCIATES, INC. | INVESTMENT ADVISORY | — | $14,027 | $14,027 |
| FRAZIER & DEETER, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES & ASSOCIATES, INC. — INVESTMENT ADVISORY
- FRAZIER & DEETER, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,867
- Estimated Expense Ratio: 0.873% 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 | $45,840 | — | $45,840 | — | — |
| 2023 | $32,140 | — | $32,140 | — | — |
| 2022 | $21,136 | — | $21,136 | — | — |