Plan Snapshot
- Plan Sponsor: Ivci, LLC
- Sponsor EIN: 200399584
- Sponsor Address: 601 OLD WILLETS PATH, HAUPPAUGE, NY, 11788
- Plan Type: 401(k)
- Total Participants: 71
- Total Assets: $12.4M
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 | 71 | $12.4M | $97,583 | $557,365 |
| 2023 | 89 | $12.6M | $76,306 | $588,494 |
| 2022 | 109 | $10.9M | $105,759 | $545,094 |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | SERVICE PROVIDER | $38,234 | — | $38,234 |
| AMERIPRISE FINANCIAL SERVICES, INC. | BROKER/DEALER | — | $15,618 | $15,618 |
| LBMC, PC | SERVICE PROVIDER | $11,150 | — | $11,150 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LBMC, PC — SERVICE PROVIDER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,002
- Estimated Expense Ratio: 0.523% of plan assets
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 | $50,444 | — | — | — | — |
| 2023 | $43,273 | — | $43,273 | — | — |
| 2022 | $33,980 | $33,980 | — | — | — |