# Intervention INC. 401(k) Plan
Source: https://planprovider.pro/companies/intervention-inc-742433259-001

> Intervention INC.'s 401(k) plan: 244 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Intervention INC.

- **Sponsor EIN:** 742433259

- **Sponsor Address:** 12600 W. COLFAX AVE STE. B410, LAKEWOOD, CO, 80215

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 244

- **Total Assets:** $7.1M

## 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|244|$7.1M|$309,809|$482,764|

| 2023|258|$8.4M|$286,522|$467,170|

| 2022|239|$7.3M|$283,791|$433,335|

## 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|Recordkeeper|$32,077|—|$32,077|

| PENSIONMARK FINANCIAL GROUP, LLC|Investment Advisor|—|$19,837|$19,837|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $51,914

- **Estimated Expense Ratio:** 0.730% 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|$32,078|—|$32,078|—|—|

| 2023|$31,046|—|$31,046|—|—|

| 2022|$28,463|—|$28,463|—|—|

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