Plan Snapshot
- Plan Sponsor: Invisors, LLC
- Sponsor EIN: 371802954
- Sponsor Address: 2000 PGA BOULEVARD, PALM BEACH GARDENS, FL, 33408
- Plan Type: 401(k)
- Total Participants: 256
- Total Assets: $21.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 256 | $21.0M | $1.2M | $2.5M |
| 2023 | 270 | $15.0M | $1.1M | $2.4M |
| 2022 | 268 | $10.2M | $1.0M | $2.1M |
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 |
|---|---|---|---|---|
| GLSC & COMPANY, PLLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $68,885 | $35,476 | $33,409 | — | — |
| 2023 | $75,243 | — | $75,243 | — | — |
| 2022 | $63,048 | — | $63,048 | — | — |