Integrated Supports for Living, Inc. D/B/A Is Living retirement plan: assets, participants and fees
What Integrated Supports for Living, Inc. D/B/A Is Living's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Leading Retirement Solutions, LLC | Schedule C ↗ |
| Independent auditor | Metz & Associates (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Integrated Supports for Living, Inc. D/B/A Is Living: employer contribution per participant | $461 | |
| Peer median | $1,468 |
| Integrated Supports for Living, Inc. D/B/A Is Living: average balance | $3,362 | |
| Peer median | $37,786 |
| Integrated Supports for Living, Inc. D/B/A Is Living: admin expenses ÷ assets | 0.79% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $362K at the end of plan year 2021 to $1.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 469 | $1.5M | $208K | $461 | 0.79% | Not published | Form 5500 ↗ |
| 2023 | 458 | $1.1M | — | — | 0.06% | Not published | Form 5500 ↗ |
| 2022 | 385 | $674K | $0 | $0 | 0.00% | Not published | Form 5500 ↗ |
| 2021 | 238 | $362K | $69K | $346 | 0.00% | Not published | Form 5500 ↗ |
Common questions
Does Integrated Supports for Living, Inc. D/B/A Is Living match 401(k) contributions?
The match terms for the Is Living, Inc. 403(b) Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $208K in employer contributions, about $461 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Integrated Supports for Living, Inc. D/B/A Is Living 401(k) match vested?
The vesting schedule for the Is Living, Inc. 403(b) Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Integrated Supports for Living, Inc. D/B/A Is Living 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Leading Retirement Solutions, LLC. The plan administrator is Integrated Supports for Living, Inc. D/B/A Is Living, Inc..
I left Integrated Supports for Living, Inc. D/B/A Is Living. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Integrated Supports for Living, Inc. D/B/A Is Living, Inc., (503) 586-2300) or the recordkeeper, Leading Retirement Solutions, LLC. The Integrated Supports for Living, Inc. D/B/A Is Living old 401(k) page lists the contacts from every plan filing. Find an old Integrated Supports for Living, Inc. D/B/A Is Living 401(k)
Data from the public Form 5500 annual reports Integrated Supports for Living, Inc. D/B/A Is Living filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Integrated Supports for Living, Inc. D/B/A Is Living. Not financial advice. Report a correction · Methodology