Plan Snapshot
- Plan Sponsor: Ivxpress, INC. Dba Ivx Health
- Sponsor EIN: 461432420
- Sponsor Address: 214 CENTERVIEW DRIVE, BRENTWOOD, TN, 37027
- Plan Type: 401(k)
- Total Participants: 568
- Total Assets: $17.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 568 | $17.7M | $1.6M | $3.0M |
| 2023 | 465 | $11.8M | $1.3M | $2.4M |
| 2022 | 343 | $6.9M | $894,324 | $1.7M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH RETIREMENT | ADVISORY FEES | $82,402 | — | $82,402 |
| FUTUREPLAN ASCENSUS | RECORDKEEPING FEES | $7,625 | — | $7,625 |
| ASCENSUS LLC | RECORDKEEPING FEES | $6,255 | — | $6,255 |
| LBMC, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LBMC, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $96,282
- Estimated Expense Ratio: 0.543% 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 | $84,622 | — | $84,622 | — | — |
| 2023 | $51,506 | $41,536 | $9,970 | — | — |
| 2022 | $43,890 | $32,640 | $11,250 | — | — |