# Invision Communications, INC. 401(k) Plan
Source: https://planprovider.pro/companies/invision-communications-inc-401k-plan

> Invision Communications, INC.'s 401(k) plan: 165 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — ADVISOR

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/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|—|—|—|—|

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