# Inv Management Services, LLC DB Plan
Source: https://planprovider.pro/companies/inv-management-services-llc-plan-001

> Inv Management Services, LLC's DB plan: 11 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Inv Management Services, LLC

- **Sponsor EIN:** 851507460

- **Sponsor Address:** 4111 E. 37TH STREET N, GA029-06, WICHITA, KS, 67220

- **Plan Type:** DB

- **Total Participants:** 11

- **Total Assets:** $362.9M

## 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|11|$362.9M|$0|$0|

| 2023|0|$394.9M|$0|$0|

| 2022|0|$406.1M|$0|$0|

## 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|

| CBIZ CPAS P.C.|Auditor|$35,721|—|$35,721|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $35,721

- **Estimated Expense Ratio:** 0.010% 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|$495,907|—|—|$35,721|—|

| 2023|$521,644|—|—|$17,905|—|

| 2022|$433,125|—|$111,009|—|$72,460|

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