Plan Snapshot
- Plan Sponsor: Inventprise, INC.
- Sponsor EIN: 454927373
- Sponsor Address: 18133 NE 68TH STREET STE D 150, REDMOND, WA, 98052
- Plan Type: 401(k)
- Total Participants: 165
- Total Assets: $7.5M
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 | 165 | $7.5M | $577,323 | $986,769 |
| 2023 | 146 | $5.3M | $420,064 | $682,856 |
| 2022 | 116 | $3.4M | $319,741 | $605,914 |
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 |
|---|---|---|---|---|
| CLARK NUBER P.S. | Auditor | — | — | $0 |
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 | $26,684 | $26,684 | — | — | — |
| 2023 | $25,575 | — | $25,575 | — | — |
| 2022 | $11,924 | — | $11,924 | — | — |