Plan Snapshot
- Plan Sponsor: Intrahealth International, INC.
- Sponsor EIN: 550825466
- Sponsor Address: 6340 QUADRANGLE DR STE 200, CHAPEL HILL, NC, 275177891
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 39 | $28.7M | $426,977 | $598,968 |
| 2023 | 47 | $26.5M | $600,628 | $859,887 |
| 2022 | 89 | $22.9M | $975,771 | $1.1M |
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 | $81,607 | — | $81,607 |
| CREATIVE PLANNING, INC. | INVESTMENT ADVISORY | — | $53,901 | $53,901 |
| WITHUMSMITH + BROWN, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING, INC. — INVESTMENT ADVISORY
- WITHUMSMITH + BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $135,508
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 |
|---|---|---|---|---|---|
| 2025 | $42,630 | — | $42,630 | — | — |
| 2024 | $81,176 | — | $81,176 | — | — |
| 2023 | $72,497 | — | $72,497 | — | — |
| 2022 | $70,232 | — | $70,232 | — | — |