Plan Snapshot
- Plan Sponsor: Invitae
- Sponsor EIN: 271701898
- Sponsor Address: 1400 16TH STREET, SAN FRANCISCO, CA, 94103
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $4.1M | $9.2M |
| 2023 | 1,544 | $122.3M | $1.9M | $17.3M |
| 2022 | 1,666 | $109.5M | $3.2M | $26.4M |
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 | RECORDKEEPER | $180,828 | — | $180,828 |
| GLOBAL RETIREMENT PARTNERS LLC | INVESTMENT ADVISOR | $170,000 | — | $170,000 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $150,044 | — | $150,044 |
| O'CONNOR DAVIES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- O'CONNOR DAVIES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $500,872
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 | $485,768 | $327,419 | — | — | — |
| 2023 | $250,436 | $160,022 | — | — | — |
| 2022 | $153,099 | $153,099 | — | — | — |