Plan Ledger DOL Form 5500 · updated monthly

Inventprise, Inc.401(k)

INVENTPRISE, INC. 401(K) PLAN · REDMOND, WA · plan year 2024

Reported admin expense ratio · 2024
0.41%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Inventprise, Inc. reported $26,684 in plan administrative expenses for 2024: 0.41% of average plan assets, below the peer median. Employer contributions averaged $3,499 per active participant. 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 2 years on file its reported administrative ratio rose from 0.36% to 0.41%. 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 Washington (1,203rd of 1,714), and 8,858th of 11,654 in professional & technical services. In 2024, employees put in $1.71 for every $1.00 the employer contributed; active participation has grown from 116 to 165 since 2022.

Plan summary
Net assets, end of year$7,532,792
Participants with balances227
Active participants165
Employer contributions$577,323
Employee contributions$986,769
Employer contribution per active participant$3,499
Average account balance$33,184
Benefits paid to participants$443,885
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.5M · 227 accts · $577K emplr
2023$5.3M · 201 accts · $420K emplr
2022$3.4M · 165 accts · $320K emplr
Administrative expenses, itemized · 2024
Investment management$26,684
Total administrative$26,684
The Inventprise, Inc. 401(k) match · 2024
Employer contribution per active participant$3,499
Median for plans this size$1,313
2024$3,499 per active participant
2023$2,877 per active participant
2022$2,756 per active participant

Inventprise, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

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 · 20242
COMMONWEALTH EQUITY SERVICES LLC DB · Investment advisory (plan)$23,271
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$431

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

Administrative cost history3
2024$26,684 · 0.41%
2023$25,575 · 0.58%
2022$11,924 · 0.36%
Same employer
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Shape Therapeutics Inc. WA$8.0M · 0.09%
Helion Energy, Inc. WA$7.9M · 0.59%
Xenon Arc, Inc. WA$7.7M · 0.11%
Aduro, LLC WA$7.6M · 0.98%
Center Id Corp WA$7.2M · 0.02%
Resolvit Resources LLC WA$7.2M · 0.09%
Valant Medical Solutions WA$6.7M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 454927373 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.