Plan Snapshot
- Plan Sponsor: Ivanti, INC.
- Sponsor EIN: 300110335
- Sponsor Address: 10377 SOUTH JORDAN GATEWAY STE 110, SOUTH JORDAN, UT, 84095
- Plan Type: 401(k)
- Total Participants: 930
- Total Assets: $216.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 930 | $216.4M | $3.3M | $15.7M |
| 2023 | 1,091 | $193.7M | $3.6M | $16.9M |
| 2022 | 1,163 | $165.1M | $3.9M | $17.0M |
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 |
|---|---|---|---|---|
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY LLP — 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 | $194,310 | $87,689 | $600 | — | — |
| 2023 | $185,991 | $77,871 | $900 | — | — |
| 2022 | $233,245 | — | — | — | — |