# Anverse, INC. 401(k) Plan
Source: https://planprovider.pro/companies/anverse-inc-401k-plan

> Anverse, INC.'s 401(k) plan: 280 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Anverse, INC.

- **Sponsor EIN:** 582507031

- **Sponsor Address:** PO BOX 3248, CARTERSVILLE, GA, 30120

- **Plan Type:** 401(k)

- **Total Participants:** 280

- **Total Assets:** $11.0M

## 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|280|$11.0M|$229,889|$678,861|

| 2023|256|$10.0M|$214,003|$597,262|

| 2022|252|$9.0M|$184,179|$539,379|

## 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|$8,185|—|$8,185|

| STRATEGIC ADVISORS, INC.|ADVISOR|$5,423|—|$5,423|

| WINDHAM BRANNON, LLC.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [WINDHAM BRANNON, LLC.](https://planprovider.pro/provider/windham-brannon-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $13,608

- **Estimated Expense Ratio:** 0.124% 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|$13,608|$5,423|—|—|—|

| 2023|$12,854|$5,756|—|—|—|

| 2022|$10,521|$4,624|—|—|—|

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