# Intricon INC. 401(k) Plan
Source: https://planprovider.pro/companies/intricon-inc-401k-plan

> Intricon INC.&#39;s 401(k) plan: 397 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Intricon INC.

- **Sponsor EIN:** 411305251

- **Sponsor Address:** 1260 RED FOX RD, ARDEN HILLS, MN, 55112

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

- **Total Participants:** 397

- **Total Assets:** $37.2M

## 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|397|$37.2M|$777,492|$2.8M|

| 2023|434|$35.9M|$811,248|$2.8M|

| 2022|442|$34.3M|$790,184|$2.7M|

## 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|

| GALLAGHER FIDUCIARY ADVISORS LLC|INVESTMENT ADVISORY|$37,500|—|$37,500|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$32,239|—|$32,239|

| DELOITTE & TOUCHE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GALLAGHER FIDUCIARY ADVISORS LLC](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — INVESTMENT ADVISORY

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [DELOITTE & TOUCHE LLP](https://planprovider.pro/provider/deloitte-and-touche-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $69,739

- **Estimated Expense Ratio:** 0.187% 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|$69,739|$37,500|$300|—|—|

| 2023|$63,436|$50,000|$600|—|—|

| 2022|$29,429|—|—|—|—|

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