Plan Ledger DOL Form 5500 · updated monthly

Inveris Training Solutions, Inc.401(k)

INVERIS TRAINING SOLUTIONS, INC. 401(K) PLAN · SUWANEE, GA · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Inveris Training Solutions, Inc. reported $96,364 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $5,000 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 3 years on file its reported administrative ratio has held roughly steady near 0.202%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 465th-largest of 2,160 plans among Georgia employers on file, and the 3,168th of 13,661 in manufacturing. In 2024, employees put in $1.69 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$49,741,667
Participants with balances264
Active participants219
Employer contributions$1,095,050
Employee contributions$1,851,959
Employer contribution per active participant$5,000
Average account balance$188,415
Benefits paid to participants$5,126,544
Plan auditUnmodified (clean) audit opinion
AuditorBDG CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$49.7M · 264 accts · $1.1M emplr
2023$45.5M · 243 accts · $1.1M emplr
2022$42.5M · 263 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$96,364
Total administrative$96,364
The Inveris Training Solutions, Inc. 401(k) match · 2024
Employer contribution per active participant$5,000
Median for plans this size$2,416
2024$5,000 per active participant
2023$6,102 per active participant
2022$4,919 per active participant

Inveris Training Solutions, Inc.'s 2024 employer contribution ran above the $2,416 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
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$96,364
MMA SECURITIES, LLC · Insurance broker · Insurance servicesindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$96,364 · 0.20%
2023$90,297 · 0.21%
2022$94,017 · 0.20%
Same employer
Similar plansManufacturing · Georgia
Eis Buyer, LLC GA$51.9M · 0.03%
Tensar Holdings LLC GA$50.1M · 0.03%
Toto USA, Inc. GA$49.5M · 0.22%
Jcb, Inc. GA$48.5M · 0.49%
Caire, Inc. GA$45.8M · 0.41%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 582272995 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.