Plan Snapshot
- Plan Sponsor: Inviso Corp.
- Sponsor EIN: 710965987
- Sponsor Address: 1100 BELLEVUE WAY NE, BELLEVUE, WA, 98004
- Plan Type: DC
- Total Participants: 78
- Total Assets: $12.2M
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 | 78 | $12.2M | $344,474 | $858,780 |
| 2023 | 88 | $10.5M | $374,754 | $949,925 |
| 2022 | 108 | $7.9M | $375,801 | $928,385 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $60,130 | — | $60,130 |
| STONEX SECURITIES INC | BROKER/ADVISOR | — | $33,315 | $33,315 |
| HUNNEX AND SHOEMAKER INC | CONTRACT ADMIN | $4,350 | $11,282 | $15,632 |
| VISSE & COMPANY CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VISSE & COMPANY CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $109,077
- Estimated Expense Ratio: 0.896% 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 | $64,081 | — | — | — | — |
| 2023 | $50,989 | — | — | — | — |
| 2022 | $43,151 | — | — | — | $43,151 |