Plan Ledger DOL Form 5500 · updated monthly

Invaio Sciences Inc.401(k)

INVAIO SCIENCES INC. 401(K) PLAN · CAMBRIDGE, MA · plan year 2024

Reported admin expense ratio · 2024
0.50%

Invaio Sciences Inc. reported $21,346 in plan administrative expenses for 2024: 0.50% of average plan assets, below the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.34% to 0.50%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Massachusetts (2,348th of 2,726), and 9,950th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$4,603,275
Participants with balances137
Active participants60
Employer contributions—
Employee contributions$1,067,457
Employer contribution per active participant—
Average account balance$33,601
Benefits paid to participants$1,039,556
Plan auditUnmodified (clean) audit opinion
AuditorWALDRON H. RAND AND COMPANY, P.C.
Plan history2
Yearassets · accounts · employer contribution
2024$4.6M · 137 accts
2023$4.0M · 147 accts
Administrative expenses, itemized · 2024
Investment management$21,346
Total administrative$21,346
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
GLOBAL RETIREMENT PARTNERS · Investment advisory (plan)$21,342

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2024$21,346 · 0.50%
2023$11,148 · 0.34%
Same employer
Similar plansProfessional & Technical Services · Massachusetts
Boston Boatworks, LLC MA$4.7M · 0.62%
Biosynth International MA$4.7M · 1.53%
Racepoint Global, Inc. MA$4.7M · 0.49%
Reveneer, Inc. MA$4.6M · 1.49%
Astadia, Inc. MA$4.6M · 0.87%
Vizgen, Inc. MA$4.6M · 0.13%
Mass Design Group LTD MA$4.5M · 0.02%
Patriot Ambulance, Inc. MA$4.4M · 0.82%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 820792163 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.