Plan Snapshot
- Plan Sponsor: Inveris Training Solutions, INC.
- Sponsor EIN: 582272995
- Sponsor Address: 296 BROGDON ROAD, SUWANEE, GA, 30024
- Plan Type: 401(k)
- Total Participants: 219
- Total Assets: $49.7M
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 | 219 | $49.7M | $1.1M | $1.9M |
| 2023 | 186 | $45.5M | $1.1M | $1.8M |
| 2022 | 219 | $42.5M | $1.1M | $1.9M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $96,364 | — | $96,364 |
| MMA SECURITIES, LLC | BROKER | — | $57,307 | $57,307 |
| BDG CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- MMA SECURITIES, LLC — BROKER
- BDG CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $153,671
- Estimated Expense Ratio: 0.309% 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 | $96,364 | — | — | — | — |
| 2023 | $90,297 | — | — | — | — |
| 2022 | $94,017 | — | — | — | — |