# Investcloud, INC. 401(k) Plan
Source: https://planprovider.pro/companies/investcloud-inc-401k-plan

> Investcloud, INC.'s 401(k) plan: 586 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Investcloud, INC.

- **Sponsor EIN:** 320412640

- **Sponsor Address:** 770 SAN VINCENTE BOULEVARD, WEST HOLLYWOOD, CA, 90069

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

- **Total Participants:** 586

- **Total Assets:** $152.4M

## 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|586|$152.4M|$3.5M|$8.0M|

| 2023|714|$139.9M|$4.3M|$9.7M|

| 2022|838|$113.4M|$3.1M|$7.2M|

## 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|

| JOHN HANCOCK|RETAINED BY EMPLOYER|$34,476|—|$34,476|

| COHNREZNICK, LLP|AUDITOR|$27,300|—|$27,300|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHN HANCOCK](https://planprovider.pro/provider/john-hancock) — RETAINED BY EMPLOYER

- [COHNREZNICK, LLP](https://planprovider.pro/provider/goldman-sachs) — AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $61,776

- **Estimated Expense Ratio:** 0.041% 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|$61,776|$28,061|$6,415|$27,300|—|

| 2023|$32,409|$21,539|$10,870|—|—|

| 2022|$147,727|—|$18,325|—|$34,677|

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