# Infoverity U.S., INC. 401(k) Plan
Source: https://planprovider.pro/companies/infoverity-401k-plan

> Infoverity U.S., INC.'s 401(k) plan: 185 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Infoverity U.S., INC.

- **Sponsor EIN:** 452428631

- **Sponsor Address:** 5131 POST ROAD, SUITE 220, DUBLIN, OH, 43017

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

- **Total Participants:** 185

- **Total Assets:** $20.0M

## 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|185|$20.0M|$944,883|$2.1M|

| 2023|181|$15.2M|$867,612|$1.9M|

| 2022|176|$10.6M|$687,034|$1.4M|

| 2019|91|$5.5M|$304,552|$654,032|

## 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|

| GBQ PARTNERS, LLC|Auditor|—|—|$0|

## 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|$9,848|—|—|—|—|

| 2023|$6,829|—|—|—|—|

| 2022|$4,500|—|$4,500|—|—|

| 2019|—|—|—|—|—|

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