Plan Snapshot
- Plan Sponsor: Ips- Integrated Project Services, LLC
- Sponsor EIN: 232561581
- Sponsor Address: 721 ARBOR WAY, BLUE BELL, PA, 19422
- Plan Type: 401(k)
- Total Participants: 1,440
- Total Assets: $188.5M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,440 | $188.5M | $7.9M | $18.2M |
| 2023 | 1,371 | $151.9M | $6.7M | $15.9M |
| 2022 | 1,036 | $107.6M | $5.3M | $12.7M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $138,680 | — | $138,680 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $42,831 | — | $42,831 |
| MMA SECURITIES | Investment Advisor | $30,000 | — | $30,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
- MMA SECURITIES — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $211,511
- Estimated Expense Ratio: 0.112% 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 | $211,511 | $72,831 | — | — | — |
| 2023 | $204,467 | $61,272 | — | — | — |
| 2022 | $182,077 | $22,954 | — | — | — |