Plan Snapshot
- Plan Sponsor: Invivoscribe, INC.
- Sponsor EIN: 263569157
- Sponsor Address: 10222 BARNES CANYON ROAD, BUILDING, SAN DIEGO, CA, 92121
- Plan Type: 401(k)
- Total Participants: 215
- Total Assets: $19.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 215 | $19.8M | $859,917 | $1.9M |
| 2023 | 206 | $15.4M | $776,168 | $1.7M |
| 2022 | 201 | $11.4M | $683,636 | $1.5M |
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 |
|---|---|---|---|---|
| JDG ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JDG ASSOCIATES — Auditor
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 | $89,352 | $42,992 | — | — | — |
| 2023 | $75,742 | $45,940 | — | — | — |
| 2022 | $74,349 | $17,505 | $45,344 | — | $11,500 |