Plan Snapshot
- Plan Sponsor: The Integral Group, LLC
- Sponsor EIN: 582333500
- Sponsor Address: 191 PEACHTREE STREET NE SUITE 4100, ATLANTA, GA, 30303
- Plan Type: 401(k)
- Total Participants: 221
- Total Assets: $10.6M
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 | 221 | $10.6M | $424,330 | $609,210 |
| 2023 | 198 | $10.1M | $442,691 | $609,037 |
| 2022 | 189 | $9.4M | $459,627 | $662,891 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $84,972 | — | $84,972 |
| MORGAN STANLEY SMITH BARNEY LLC | BROKER/ADVISOR | — | $28,296 | $28,296 |
| MY BENEFITS, LLC | CONTRACT ADMIN | $4,200 | $10,000 | $14,200 |
| SEAY & WEISSINGER, LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $127,468
- Estimated Expense Ratio: 1.198% 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 | $105,646 | — | $105,646 | — | — |
| 2023 | $101,106 | — | $101,106 | — | — |
| 2022 | $96,295 | — | $96,295 | — | — |