Plan Ledger DOL Form 5500 · updated monthly

Invision Communications, Inc.401(k)

INVISION COMMUNICATIONS, INC. 401(K) PLAN · WALNUT CREEK, CA · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Invision Communications, Inc. reported $71,136 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $3,429 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 0.00% to 0.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 2,239th-largest of 9,483 plans among California employers on file, and the 3,459th of 11,654 in professional & technical services. In 2024, employees put in $3.81 for every $1.00 the employer contributed; active participation has grown from 148 to 165 since 2022.

Plan summary
Net assets, end of year$37,786,231
Participants with balances181
Active participants165
Employer contributions$565,761
Employee contributions$2,154,867
Employer contribution per active participant$3,429
Average account balance$208,764
Benefits paid to participants$3,484,804
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$37.8M · 181 accts · $566K emplr
2023$33.0M · 179 accts · $526K emplr
2022$28.4M · 171 accts · $465K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,982
Investment management$43,154
Total administrative$71,136
The Invision Communications, Inc. 401(k) match · 2024
Employer contribution per active participant$3,429
Median for plans this size$2,416
2024$3,429 per active participant
2023$3,266 per active participant
2022$3,143 per active participant

Invision Communications, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size. 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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$27,982
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$24,246
WELLTH ADVISORY SERVICES LLC · Investment advisory (plan)$18,907

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$71,136 · 0.20%
2023$30,854 · 0.10%
2022$451 · 0.00%
All plans at this employer2
INVISION COMMUNICATIONS, INC. 401(K) PLAN401(k)
INVISION COMMUNICATIONS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 680258969 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.