Plan Snapshot
- Plan Sponsor: Invision Communications, INC.
- Sponsor EIN: 680258969
- Sponsor Address: 1280 CIVIC DRIVE, WALNUT CREEK, CA, 94596
- Plan Type: 401(k)
- Total Participants: 165
- Total Assets: $37.8M
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 | 165 | $37.8M | $565,761 | $2.2M |
| 2023 | 161 | $33.0M | $525,844 | $1.8M |
| 2022 | 148 | $28.4M | $465,110 | $1.8M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $27,982 | — | $27,982 |
| GLOBAL RETIREMENT PARTNERS LLC | ADVISOR | $24,246 | — | $24,246 |
| WELLTH ADVISORY SERVICES LLC | ADVISOR | $18,907 | — | $18,907 |
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- GLOBAL RETIREMENT PARTNERS LLC — ADVISOR
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $71,135
- Estimated Expense Ratio: 0.188% 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 | $71,136 | $43,154 | — | — | — |
| 2023 | $30,854 | $18,178 | — | — | — |
| 2022 | $451 | — | — | — | — |