Plan Snapshot
- Plan Sponsor: Inventec Distribution (North America) Corp.
- Sponsor EIN: 760580403
- Sponsor Address: 11450 COMPAQ CENTER DR. WEST, HOUSTON, TX, 77070
- Plan Type: 401(k)
- Total Participants: 80
- Total Assets: $26.0M
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 | 80 | $26.0M | $289,682 | $867,895 |
| 2023 | 78 | $22.2M | $326,047 | $927,035 |
| 2022 | 80 | $19.4M | $307,348 | $890,399 |
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 |
|---|---|---|---|---|
| RILEY AND COMPANY PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RILEY AND COMPANY PLLC — 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 | $20,288 | $5,267 | $15,021 | — | — |
| 2023 | $18,866 | $4,376 | $14,490 | — | — |
| 2022 | $19,600 | $4,752 | $14,848 | — | — |