Plan Snapshot
- Plan Sponsor: Intellectual Ventures Management, LLC
- Sponsor EIN: 912090408
- Sponsor Address: 3150 139TH AVENUE SE, BELLEVUE, WA, 98005
- Plan Type: 401(k)
- Total Participants: 125
- Total Assets: $98.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 125 | $98.7M | $897,762 | $2.2M |
| 2023 | 129 | $93.8M | $966,862 | $2.3M |
| 2022 | 143 | $83.0M | $1.0M | $2.4M |
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 |
|---|---|---|---|---|
| GRANT THORNTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON LLP — Auditor
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 | $63,756 | — | — | — | — |
| 2023 | $66,730 | $35,000 | $300 | — | — |
| 2022 | $63,862 | — | — | — | — |