Plan Snapshot
- Plan Sponsor: Volver Investment Partners, LLC
- Sponsor EIN: 464646515
- Sponsor Address: 4 EAST STOW ROAD, MARLTON, NJ, 08053
- Plan Type: 401(k)
- Total Participants: 95
- Total Assets: $2.8M
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 | 95 | $2.8M | $0 | $255,701 |
| 2023 | 81 | $2.6M | $0 | $262,341 |
| 2022 | 97 | $2.3M | $0 | $258,515 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — 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 | $25,685 | $11,132 | $14,553 | — | — |
| 2023 | $28,558 | $9,552 | $19,006 | — | — |
| 2022 | $24,955 | $9,185 | $15,770 | — | — |