Plan Snapshot
- Plan Sponsor: Iventure Solutions, INC.
- Sponsor EIN: 593673725
- Sponsor Address: 7775 BELFORT PARKWAY, JACKSONVILLE, FL, 32256
- Plan Type: 401(k)
- Total Participants: 177
- Total Assets: $11.7M
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 | 177 | $11.7M | $427,021 | $834,139 |
| 2023 | 176 | $9.1M | $458,224 | $926,896 |
| 2022 | 167 | $6.6M | $369,263 | $717,598 |
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 |
|---|---|---|---|---|
| PIVOT CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PIVOT CPAS — 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 | $63,272 | $34,389 | — | — | — |
| 2023 | $60,095 | $34,572 | — | — | — |
| 2022 | $58,476 | $17,459 | — | — | — |