# Invaluable LLC 401(k) Plan
Source: https://planprovider.pro/companies/invaluable-llc-plan

> Invaluable LLC's 401(k) plan: 61 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Invaluable LLC

- **Sponsor EIN:** 043583726

- **Sponsor Address:** ONE BEACON STREET, BOSTON, MA, 02108

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

- **Total Participants:** 61

- **Total Assets:** $10.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|61|$10.3M|$261,161|$939,254|

| 2023|71|$9.7M|$312,265|$932,683|

| 2022|66|$7.7M|$264,356|$827,574|

## 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|

| TRIAD ADVISORS LLC|ADVISOR|—|$20,207|$20,207|

| UHY LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRIAD ADVISORS LLC](https://planprovider.pro/provider/stonebridge-financial-group) — ADVISOR

- [UHY LLP](https://planprovider.pro/provider/uhy-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $20,207

- **Estimated Expense Ratio:** 0.196% 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|$540|—|—|—|—|

| 2023|$463|—|—|—|—|

| 2022|$488|—|—|—|—|

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