Plan Snapshot
- Plan Sponsor: The Intermed Group
- Sponsor EIN: 475678139
- Sponsor Address: 13301 US HIGHWAY 441, ALACHUA, FL, 32615
- Plan Type: 401(k)
- Total Participants: 258
- Total Assets: $14.7M
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. |
|---|---|---|---|---|
| 2024 | 258 | $14.7M | $552,197 | $1.2M |
| 2023 | 264 | $13.2M | $441,370 | $1.3M |
| 2022 | 277 | $10.6M | $518,464 | $997,407 |
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 |
|---|---|---|---|---|
| ASSURANCE DIMENSIONS, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASSURANCE DIMENSIONS, INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $75,709 | $33,638 | $33,971 | — | — |
| 2023 | $66,556 | $28,503 | $38,053 | — | — |
| 2022 | $50,964 | $25,208 | $25,754 | — | — |