# It Servicepoint DC Plan
Source: https://planprovider.pro/companies/inno4-llc-plan

> It Servicepoint's DC plan: 446 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** It Servicepoint

- **Sponsor EIN:** 273068524

- **Sponsor Address:** 1133 164TH ST SW SUITE 200, LYNNWOOD, WA, 98087

- **Plan Type:** DC

- **Total Participants:** 446

- **Total Assets:** $6.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|446|$6.8M|$444,823|$485,901|

| 2023|150|$5.6M|$390,361|$367,928|

| 2022|145|$4.3M|$299,399|$334,002|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| EMPOWER ANNUITY INS CO OF AMERICA|RECORDKEEPER|$17,739|—|$17,739|

| GLOBAL RETIREMENT PARTNERS LLC|INVESTMENT ADVISOR|$17,255|—|$17,255|

| CARON & BLETZER, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $34,994

- **Estimated Expense Ratio:** 0.518% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$38,243|$20,305|—|—|—|

| 2023|$29,714|—|—|—|—|

| 2022|$30,406|—|—|—|—|

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