Plan Snapshot
- Plan Sponsor: Polyventive LLC
- Sponsor EIN: 474015377
- Sponsor Address: 140 EXECUTIVE DRIVE, CALHOUN, GA, 30701
- Plan Type: 401(k)
- Total Participants: 193
- Total Assets: $9.6M
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 | 193 | $9.6M | $471,073 | $932,808 |
| 2023 | 189 | $8.4M | $438,180 | $765,957 |
| 2022 | 182 | $8.3M | $243,241 | $554,668 |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — 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 | $68,018 | $27,520 | — | — | — |
| 2023 | $60,069 | $24,216 | — | — | — |
| 2022 | $39,072 | — | $39,072 | — | — |