# Inventrust Properties Corp. 401(k) Plan
Source: https://planprovider.pro/companies/inventrust-properties-corp-401k-plan

> Inventrust Properties Corp.'s 401(k) plan: 101 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Inventrust Properties Corp.

- **Sponsor EIN:** 342019608

- **Sponsor Address:** 3025 HIGHLAND PARKWAY SUITE 350, DOWNERS GROVE, IL, 60515

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

- **Total Participants:** 101

- **Total Assets:** $25.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|101|$25.9M|$544,279|$1.3M|

| 2023|104|$22.6M|$582,868|$1.3M|

| 2022|106|$18.9M|$605,145|$1.3M|

## 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|$18,045|—|$18,045|

| STRATEGIC ADVISORS, INC.|ADVISOR|$5,966|—|$5,966|

| CHERRY BEKAERT|Auditor|—|—|$0|

### 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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $24,011

- **Estimated Expense Ratio:** 0.093% 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|$70,193|$5,966|—|—|—|

| 2023|$78,244|$48,540|—|$15,000|—|

| 2022|$93,161|$4,410|—|—|—|

## Similar Plans

- [Hispanic Housing Development Corporation](https://planprovider.pro/companies/hispanic-housing-development-corporation-plan-002) — 116 participants

- [Ca Ventures, LLC](https://planprovider.pro/companies/ca-ventures-llc-401k-plan) — 69 participants

- [Inland Bancorp,INC.](https://planprovider.pro/companies/inland-bancorp-inc-401k-plan) — 166 participants

- [Corporate Suites Network, LLC](https://planprovider.pro/companies/corporate-suites-network-llc-401k-plan) — 8 participants

- [Marco Investment Group, LLC](https://planprovider.pro/companies/marco-investment-group-llc-plan) — 6 participants

- [Tch, INC.](https://planprovider.pro/companies/tch-inc-401k-plan-001-6396) — 3 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/inventrust-properties-corp-401k-plan)

© 2026 PlanProvider.Pro