Plan Snapshot
- Plan Sponsor: Invenergy LLC
- Sponsor EIN: 364462793
- Sponsor Address: ONE SOUTH WACKER DRIVE, SUITE 1800, CHICAGO, IL, 60606
- Plan Type: 401(k)
- Total Participants: 2,212
- Total Assets: $240.3M
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 | 2,212 | $240.3M | $10.9M | $23.6M |
| 2023 | 1,969 | $183.2M | $8.4M | $18.6M |
| 2022 | 1,594 | $132.2M | $6.5M | $14.5M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $197,121 | — | $197,121 |
| CBIZ INVESTMENT ADVISORY SERVICES | INVESTMENT ADVISOR | $29,689 | — | $29,689 |
| WEISS & COMPANY LLP | ACCOUNTANT/AUDITOR | $28,500 | — | $28,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $255,310
- Estimated Expense Ratio: 0.106% 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 | $255,310 | $29,689 | $900 | $28,500 | — |
| 2023 | $170,018 | — | $300 | $22,704 | — |
| 2022 | $218,975 | — | — | — | — |