# Infovista Technologies INC. 401(k) Plan
Source: https://planprovider.pro/companies/infovista-technologies-inc-921586901-001

> Infovista Technologies INC.'s 401(k) plan: 266 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Infovista Technologies INC.

- **Sponsor EIN:** 921586901

- **Sponsor Address:** 175 CABOT STREET, LOWELL, MA, 01854

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

- **Plan Number:** 001

- **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|$11,383,783|—|—|—|—|

| 2024|$134,114|—|—|—|—|

| 2023|$173,774|$128,898|—|$1,462|—|

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