# Ivxpress, INC. Dba Ivx Health 401(k) Plan
Source: https://planprovider.pro/companies/ivxpress-inc-dba-ivx-health-401k-plan

> Ivxpress, INC. Dba Ivx Health's 401(k) plan: 568 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

## Similar Plans

- [Legacy Senior Living, LLC](https://planprovider.pro/companies/legacy-senior-living-llc-401k-plan) — 754 participants

- [Cimplify](https://planprovider.pro/companies/cimplify-401k-plan) — 381 participants

- [Chs Employee Group, LLC](https://planprovider.pro/companies/chs-employee-group-llc-401k-plan) — 1,801 participants

- [Specialtycare, INC.](https://planprovider.pro/companies/specialtycare-inc-401k-plan) — 2,030 participants

- [Independent Healthcare Properties, LLC](https://planprovider.pro/companies/independent-healthcare-properties-llc-401k-plan) — 2,584 participants

- [Premise Health Holding Corp.](https://planprovider.pro/companies/premise-health-holding-corp-401k-plan) — 6,506 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ivxpress-inc-dba-ivx-health-401k-plan)

© 2026 PlanProvider.Pro