Inveris Training Solutions 401(k) match, vesting and fees
What Inveris Training Solutions' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Bdg Cpas (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Plan history
Plan assets went from $51.7M at the end of plan year 2021 to $49.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 267 | $49.7M | $1.1M | $4,148 | 0.20% | Not published | Form 5500 ↗ |
| 2023 | 244 | $45.5M | $1.1M | $4,671 | 0.21% | Not published | Form 5500 ↗ |
| 2022 | 265 | $42.5M | $1.1M | $4,096 | 0.20% | Not published | Form 5500 ↗ |
| 2021 | 272 | $51.7M | $936K | $3,440 | 0.23% | Not published | Form 5500 ↗ |
Common questions
Does Inveris Training Solutions match 401(k) contributions?
The match terms for the Inveris Training Solutions, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.1M in employer contributions, about $4,148 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Inveris Training Solutions 401(k) match vested?
The vesting schedule for the Inveris Training Solutions, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Inveris Training Solutions 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Inveris Training Solutions, Inc..
I left Inveris Training Solutions. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Inveris Training Solutions, Inc., (678) 288-1139) or the recordkeeper, Transamerica Retirement Solutions. The Inveris Training Solutions old 401(k) page lists the contacts from every plan filing. Find an old Inveris Training Solutions 401(k)
Data from the public Form 5500 annual reports Inveris Training Solutions filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Inveris Training Solutions. Not financial advice. Report a correction · Methodology