# Investco L.L.C 401(k) Plan
Source: https://planprovider.pro/companies/investco-l-l-c-401k-plan

> Investco L.L.C's 401(k) plan: 842 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Investco L.L.C

- **Sponsor EIN:** 843870453

- **Sponsor Address:** 1302 PUYALLUP STREET, SUMNER, WA, 98390

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

- **Total Participants:** 842

- **Total Assets:** $52.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|842|$52.5M|$1.5M|$4.1M|

| 2023|783|$43.0M|$1.4M|$3.9M|

| 2022|774|$33.5M|$1.3M|$3.4M|

## 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|

| CBIZ CPAS P.C.|Auditor|$16,400|—|$16,400|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $16,400

- **Estimated Expense Ratio:** 0.031% 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|$198,834|$88,630|—|$16,400|—|

| 2023|$163,086|$71,119|—|$17,750|—|

| 2022|$163,127|$19,434|—|—|—|

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