Plan Ledger DOL Form 5500 · updated monthly

Invivoscribe, Inc.401(k)

INVIVOSCRIBE, INC. 401(K) PROFIT SHARING PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.51%

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

Invivoscribe, Inc. reported $89,352 in plan administrative expenses for 2024: 0.51% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,000 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 2 years on file its reported administrative ratio fell from 0.58% to 0.51%. 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 3,661st-largest of 9,483 plans among California employers on file, and the 5,590th of 11,654 in professional & technical services. In 2024, employees put in $2.21 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,795,468
Participants with balances283
Active participants215
Employer contributions$859,917
Employee contributions$1,898,510
Employer contribution per active participant$4,000
Average account balance$69,949
Benefits paid to participants$779,033
Plan auditUnmodified (clean) audit opinion
AuditorJDG ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$19.8M · 283 accts · $860K emplr
2023$15.4M · 314 accts · $776K emplr
2022$11.4M · 277 accts · $684K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,033
Investment management$42,992
Total administrative$89,352
The Invivoscribe, Inc. 401(k) match · 2024
Employer contribution per active participant$4,000
Median for plans this size$2,416
2024$4,000 per active participant
2023$3,768 per active participant
2022$3,401 per active participant

Invivoscribe, 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 · 20244
MORGAN STANLEY · Investment advisory (plan)$37,033
EMPOWER ADVISORY GROUP, LLC · Investment management$15,304
JGD & ASSOCIATES LLP$11,750

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$89,352 · 0.51%
2023$75,742 · 0.57%
2022$74,349 · 0.58%
Same employer
Similar plansProfessional & Technical Services · California
Stormgeo Corp, Inc. CA$19.9M · 0.39%
Netbase Solutions, Inc. CA$19.8M · 0.26%
A P R Consulting, Inc. CA$19.8M · 0.01%
Manson Western, LLC CA$19.8M · 0.54%
B S K Associates CA$19.8M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 263569157 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.