# Invitae 401(k) Plan
Source: https://planprovider.pro/companies/invitae-401k-plan

> Invitae's 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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](https://planprovider.pro/provider/bpas) — 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/invitae-401k-plan)

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