# Inn Ventures Ivi, LP 401(k) Plan
Source: https://planprovider.pro/companies/innventures-ivi-lp-401k-plan

> Inn Ventures Ivi, LP's 401(k) plan: 2,001 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Inn Ventures Ivi, LP

- **Sponsor EIN:** 822983870

- **Sponsor Address:** PO BOX 58990, SEATTLE, WA, 981381990

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

- **Total Participants:** 2,001

- **Total Assets:** $14.4M

## 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|2,001|$14.4M|$399,813|$2.0M|

| 2023|2,323|$13.2M|$430,316|$1.8M|

| 2022|1,293|$10.7M|$325,046|$1.4M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$125,891|—|$125,891|

| MORGAN STANLEY GLOBAL BA|INVESTMENT ADVISORY|$26,725|—|$26,725|

| SD MAYER|ACCOUNTANT|$16,000|—|$16,000|

| LANE GORMAN TRUBITT, LLC|Auditor|$16,000|—|$16,000|

### Verified Provider Profiles

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

- [MORGAN STANLEY GLOBAL BA](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISORY

- [LANE GORMAN TRUBITT, LLC](https://planprovider.pro/provider/lane-gorman-trubitt-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $184,616

- **Estimated Expense Ratio:** 1.284% 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|$168,620|$26,728|$125,892|$16,000|—|

| 2023|$32,730|$11,516|—|—|—|

| 2022|$31,408|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/innventures-ivi-lp-401k-plan)

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