Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Integra Realty Resources
Integra Realty Resources 401(k)
- Real estate and rental and leasing
- Denver, CO
- EIN 58-2471341
- 1 plan with Schedule H financials
- Plan year 2024
- Integra Realty Resources, Inc
- SEC registrant Integra Realty Resources Inc
Administrative expenses excluding investment management, per participant · Integra Realty Resources 401(k) Retirement Plan · plan year 2024
$143.72
Higher than 59% of the 24,371 plans $10 to 50M that report it.
Source
= $22,564 / 157
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014131813NAL0004068016001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014131813NAL0004068016001, received 2025-10-14
Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-14.
Cost and contributions
Administrative expenses per participant
$143.72
Higher than 37% of the 25,098 plans $10 to 50M that report it.
Source
= $22,564 / 157
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014131813NAL0004068016001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014131813NAL0004068016001, received 2025-10-14
Administrative expenses as a share of assets
0.137%
Higher than 26% of the 25,132 plans $10 to 50M that report it.
Source
= $22,564 / $16,458,883
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014131813NAL0004068016001, received 2025-10-14
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014131813NAL0004068016001, received 2025-10-14
Employer contributions per participant
$2,518
Higher than 62% of the 24,050 plans $10 to 50M that report it.
Source
= $395,260 / 157
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014131813NAL0004068016001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014131813NAL0004068016001, received 2025-10-14
Employer share of total contributions
32.0%
Higher than 65% of the 24,084 plans $10 to 50M that report it.
Source
= $395,260 / $1,234,387
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014131813NAL0004068016001, received 2025-10-14
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014131813NAL0004068016001, received 2025-10-14
Plan terms, as stated in Integra Realty Resources, Inc's SEC filings
Plan terms are not published in public filings.
Plan features
2A age/service-weighted · 2E profit-sharing · 2F ERISA 404(c) plan · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 2S pre-approved plan document · 2T default investment (QDIA) · 3B · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251014131813NAL0004068016001, received 2025-10-14
Full record, Integra Realty Resources 401(k) Retirement Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | INTEGRA REALTY RESOURCES, INC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251014131813NAL0004068016001, received 2025-10-14 |
| Plan name | INTEGRA REALTY RESOURCES 401(K) RETIREMENT PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251014131813NAL0004068016001, received 2025-10-14 |
| Sponsor EIN / plan number | 58-2471341 / 333 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251014131813NAL0004068016001, received 2025-10-14 |
| Plan type | multiple-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251014131813NAL0004068016001, received 2025-10-14 |
| Sponsor location | DENVER, CO | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251014131813NAL0004068016001, received 2025-10-14 |
| Industry (business code) | 531320, Real estate and rental and leasing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251014131813NAL0004068016001, received 2025-10-14 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251014131813NAL0004068016001, received 2025-10-14 |
| Filing received | 2025-10-14 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251014131813NAL0004068016001, received 2025-10-14 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251014131813NAL0004068016001, received 2025-10-14 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251014131813NAL0004068016001, received 2025-10-14 |
| Participants, beginning of year | 192 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251014131813NAL0004068016001, received 2025-10-14 |
| Active participants | 128 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251014131813NAL0004068016001, received 2025-10-14 |
| Participants, end of year | 190 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251014131813NAL0004068016001, received 2025-10-14 |
| Participants with an account balance | 157 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014131813NAL0004068016001, received 2025-10-14 |
| Total assets, beginning of year | $13,967,711 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251014131813NAL0004068016001, received 2025-10-14 |
| Total assets, end of year | $16,458,883 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014131813NAL0004068016001, received 2025-10-14 |
| Net assets, end of year | $16,457,456 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251014131813NAL0004068016001, received 2025-10-14 |
| Total income | $3,262,919 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251014131813NAL0004068016001, received 2025-10-14 |
| Net income | $2,489,914 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251014131813NAL0004068016001, received 2025-10-14 |
| Employer contributions | $395,260 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014131813NAL0004068016001, received 2025-10-14 |
| Participant contributions | $822,358 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251014131813NAL0004068016001, received 2025-10-14 |
| Other contributions (incl. rollovers) | $16,769 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251014131813NAL0004068016001, received 2025-10-14 |
| Total contributions | $1,234,387 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014131813NAL0004068016001, received 2025-10-14 |
| Benefit payments | $750,441 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251014131813NAL0004068016001, received 2025-10-14 |
| Total expenses (incl. benefit payments) | $773,005 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251014131813NAL0004068016001, received 2025-10-14 |
| Total administrative expenses | $22,564 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014131813NAL0004068016001, received 2025-10-14 |
| Contract administrator fees | $22,564 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251014131813NAL0004068016001, received 2025-10-14 |
| Administrative expenses excluding investment management | $22,564 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014131813NAL0004068016001, received 2025-10-14 |
| Held in common/collective trusts | $3,880,472 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251014131813NAL0004068016001, received 2025-10-14 |
| Held in mutual funds | $12,413,971 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251014131813NAL0004068016001, received 2025-10-14 |
| Independent auditor | TEMPLETON & COMPANY | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251014131813NAL0004068016001, received 2025-10-14 |
Position = column in the DOL layout for form year 2024. Filing 20251014131813NAL0004068016001, received 2025-10-14.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICArecordkeeper | RECORDKEEPER | 64 Recordkeeping fees | $101,902 | yes |
| EMPOWER ANNUITY INS CO OF AMERICArecordkeeper | RECORDKEEPER | 64 Recordkeeping fees | $101,902 | yes |
| SAGEVIEW ADVISORY GROUP LLC | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $40,000 | no |
| PINNACLE FINANCIAL SERVICES, INC. | THIRD PARTY ADMINISTATOR | 99 Other fees | $25,613 | |
| INTEGRA REALTY RESOURCES INC | OTHER | 99 Other fees | $24,000 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251014131813NAL0004068016001, received 2025-10-14.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $13,967,711 | $16,458,883 | 17.8% |
| Participants with a balance | 121 | 157 | 29.8% |
| Administrative expenses | $167,605 | $22,564 | -86.5% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $353,883 | $395,260 | 11.7% |
Prior filing 20241011141811NAL0022916241001, received 2024-10-11; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: INTEGRA REALTY RESOURCES, INC; SEC registrant: INTEGRA REALTY RESOURCES INC (CIK 1095974, matched by EIN).