Plan Snapshot
- Plan Sponsor: Intertech Security, LLC
- Sponsor EIN: 251850580
- Sponsor Address: 1501 PREBLE AVENUE, PITTSBURGH, PA, 152332448
- Plan Type: 401(k)
- Total Participants: 104
- Total Assets: $8.0M
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 | 104 | $8.0M | $269,046 | $491,279 |
| 2023 | 104 | $6.9M | $245,113 | $419,782 |
| 2022 | 113 | $5.6M | $172,676 | $364,651 |
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 |
|---|---|---|---|---|
| SCHNEIDER DOWNS WEALTH MGMT ADV | Investment Advisor | $36,876 | — | $36,876 |
| SCHNEIDER DOWNS RET. SOLUTIONS | Recordkeeper | $10,233 | — | $10,233 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,109
- Estimated Expense Ratio: 0.587% 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 | $51,841 | $36,520 | — | — | — |
| 2023 | $43,384 | $29,229 | — | — | — |
| 2022 | $42,936 | $27,593 | — | — | $15,343 |