Ivanti Inc. 401(K) Plan — Form 5500 plan (Ivanti, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Ivanti Inc. 401(K) Plan is a benefit plan reported by Ivanti, Inc. under EIN 30-0110335 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,149 participants and $193,732,867 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ivanti, Inc.
EIN
30-0110335
Plan number
002
Plan type
2
Location
South Jordan, UT
Latest filing year
2023
Participants
2,149
End-of-year plan assets
$193,732,867

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,149H, C20241014140651NAL0015071187001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$193,732,867
Total liabilities (EOY)
$72
Net assets (EOY)
$193,732,795
Net assets (BOY)
$165,101,028

Income & contributions

Employer contributions
$3,557,518
Participant contributions
$16,944,542
Total contributions
$22,276,148
Total income / additions
$52,470,454

Expenses & distributions

Benefits paid
$23,578,855
Administrative expenses
$185,991
Total expenses
$23,838,687
Net increase / (decrease)
$28,631,767

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$108,186$02023
Resources Investment Advisors LLCADVISOR$77,871not reported in the loaded dataset2023

Related Form 5500 pages