Plan Snapshot
- Plan Sponsor: Intervala, LLC
- Sponsor EIN: 810760901
- Sponsor Address: 1001 TECHNOLOGY DRIVE, MT. PLEASANT, PA, 15666
- Plan Type: 401(k)
- Total Participants: 380
- Total Assets: $22.2M
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 | 380 | $22.2M | $618,724 | $1.8M |
| 2023 | 433 | $19.5M | $561,016 | $1.7M |
| 2022 | 327 | $15.3M | $483,981 | $1.4M |
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 |
|---|---|---|---|---|
| LOUIS PLUNG & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LOUIS PLUNG & CO. — 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 | $133,632 | $61,970 | $58,315 | — | — |
| 2023 | $139,069 | $50,862 | $52,242 | — | — |
| 2022 | $98,612 | $44,113 | $47,569 | — | — |