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

> Invenergy LLC's 401(k) plan: 2,212 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — 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|—|—|—|—|

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