Plan Snapshot
- Plan Sponsor: Invoca, INC.
- Sponsor EIN: 264390865
- Sponsor Address: 8605 SANTA MONICA BLVD #56543, WEST HOLLYWOOD, CA, 90069
- Plan Type: 401(k)
- Total Participants: 332
- Total Assets: $47.5M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 332 | $47.5M | $1.8M | $4.5M |
| 2023 | 355 | $37.6M | $1.9M | $4.7M |
| 2022 | 401 | $26.5M | $1.6M | $3.7M |
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 |
|---|---|---|---|---|
| BOYUM BARENSCHEER PLLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BOYUM BARENSCHEER PLLP — 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 | $154,621 | $79,491 | — | — | — |
| 2023 | $128,933 | $58,079 | — | — | — |
| 2022 | $92,909 | — | — | — | — |