Plan Snapshot
- Plan Sponsor: Intuitive Research And Technology Corporation
- Sponsor EIN: 752821032
- Sponsor Address: 5030 BRADFORD DRIVE BLDG 2, HUNTSVILLE, AL, 35805
- Plan Type: 401(k)
- Total Participants: 581
- Total Assets: $104.5M
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 | 581 | $104.5M | $4.4M | $6.8M |
| 2023 | 557 | $90.7M | $4.0M | $6.3M |
| 2022 | 517 | $76.1M | $4.1M | $5.3M |
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 |
|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | RECORDKEEPER | $53,613 | — | $53,613 |
| MORGAN STANLEY | ADVISOR | $35,987 | — | $35,987 |
| ARIA | ADVISOR | $23,225 | — | $23,225 |
| METZ CPA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EPIC RETIREMENT PLAN SERVICES — RECORDKEEPER
- MORGAN STANLEY — ADVISOR
- METZ CPA, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $112,825
- Estimated Expense Ratio: 0.108% 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 | $90,352 | — | $90,352 | — | — |
| 2023 | $80,015 | — | $80,015 | — | — |
| 2022 | $118,026 | — | $20,055 | — | $97,971 |