Plan Snapshot
- Plan Sponsor: Invidi Technologies Corporatio
- Sponsor EIN: 510490124
- Sponsor Address: 202 CARNEGIE CTR, PRINCETON, NJ, 085406239
- Plan Type: 401(k)
- Total Participants: 103
- Total Assets: $21.7M
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 | 103 | $21.7M | $1.1M | $1.9M |
| 2023 | 136 | $19.0M | $1.1M | $1.9M |
| 2022 | 132 | $13.7M | $1.0M | $1.7M |
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 |
|---|---|---|---|---|
| LEVELIZED COMPENSATION ADVISOR | INVESTMENT ADVISORY | $72,758 | — | $72,758 |
| PAYCHEX, INC. | RECORDKEEPER | $20,675 | — | $20,675 |
| HOLMAN FRENIA ALLISON P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — RECORDKEEPER
- HOLMAN FRENIA ALLISON P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $93,433
- Estimated Expense Ratio: 0.431% 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 | $94,222 | $72,758 | $20,604 | — | — |
| 2023 | $72,135 | $55,609 | $15,666 | — | — |
| 2022 | $60,337 | $46,695 | $13,642 | — | — |