Plan Snapshot
- Plan Sponsor: Invisible Technologies INC.
- Sponsor EIN: 474921994
- Sponsor Address: 548 MARKET ST., SAN FRANCISCO, CA, 94104
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 202
- Total Assets: $1.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 202 | $1.4M | $0 | $793,971 |
| 2023 | 73 | $357,520 | $0 | $278,201 |
| 2022 | 36 | $58,194 | $0 | $58,563 |
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 |
|---|---|---|---|---|
| ADMIN. GROUP, LLC DBA TAG RESOURCES | Recordkeeper | $9,760 | — | $9,760 |
| TRANSAMERICA FIN. LIFE INSURANCE CO | Recordkeeper | $6,011 | — | $6,011 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADMIN. GROUP, LLC DBA TAG RESOURCES — Recordkeeper
- TRANSAMERICA FIN. LIFE INSURANCE CO — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,771
- Estimated Expense Ratio: 1.165% 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 | $15,771 | — | $9,760 | — | — |
| 2023 | $12,314 | — | — | — | — |
| 2022 | $497 | — | — | — | — |