# Iventure Solutions, INC. 401(k) Plan
Source: https://planprovider.pro/companies/iventure-solutions-inc-401k-plan

> Iventure Solutions, INC.'s 401(k) plan: 177 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$29,529|—|$29,529|

| KESTRA INVESTMENT SERVICES LLC|ADVISOR|$21,443|—|$21,443|

| STRATEGIC ADVISORS, INC.|ADVISOR|$12,946|—|$12,946|

| PIVOT CPAS|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [KESTRA INVESTMENT SERVICES LLC](https://planprovider.pro/provider/sentinel-group) — ADVISOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [PIVOT CPAS](https://planprovider.pro/provider/pivot-cpas) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $63,918

- **Estimated Expense Ratio:** 0.548% 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|$63,272|$34,389|—|—|—|

| 2023|$60,095|$34,572|—|—|—|

| 2022|$58,476|$17,459|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/iventure-solutions-inc-401k-plan)

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