Plan Snapshot
- Plan Sponsor: Infovista Technologies INC.
- Sponsor EIN: 921586901
- Sponsor Address: 175 CABOT STREET, LOWELL, MA, 01854
- Plan Type: 401(k)
- Total Participants: 266
- Total Assets: $64.7M
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. |
|---|---|---|---|---|
| 2025 | 266 | $64.7M | $0 | $0 |
| 2024 | 72 | $64.7M | $386,068 | $1.5M |
| 2023 | 107 | $68.5M | $478,316 | $1.9M |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | $114,761 | — | $114,761 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $36,644 | — | $36,644 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $151,405
- Estimated Expense Ratio: 0.234% 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 |
|---|---|---|---|---|---|
| 2025 | $154,200 | — | — | — | — |
| 2024 | $134,114 | — | — | — | — |
| 2023 | $173,774 | $128,898 | — | $1,462 | — |