Plan Snapshot
- Plan Sponsor: Interventional Partners, PLLC
- Sponsor EIN: 815443236
- Sponsor Address: 12222 MERIT DRIVE, DALLAS, TX, 75251
- Plan Type: 401(k)
- Total Participants: 466
- Total Assets: $8.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 466 | $8.1M | $101,673 | $1.5M |
| 2023 | 576 | $6.1M | $0 | $1.3M |
| 2021 | 576 | $6.1M | $0 | $0 |
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 |
|---|---|---|---|---|
| THE CJ CPA GROUP, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE CJ CPA GROUP, PLLC — 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 | $76,175 | — | — | — | — |
| 2023 | $42,700 | — | $42,700 | — | — |
| 2021 | $42,700 | — | $42,700 | — | — |