# Innocean Worldwide Americas, LLC 401(k) Plan
Source: https://planprovider.pro/companies/innocean-worldwide-americas-llc-401k-plan

> Innocean Worldwide Americas, LLC's 401(k) plan: 710 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Innocean Worldwide Americas, LLC

- **Sponsor EIN:** 030377844

- **Sponsor Address:** 180 5TH STREET SUITE 200, HUNTINGTON BEACH, CA, 92648

- **Plan Type:** 401(k)

- **Total Participants:** 710

- **Total Assets:** $70.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

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

## Plan Financials by Year

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

| 2024|710|$70.0M|$2.2M|$6.1M|

| 2023|611|$56.0M|$2.1M|$5.5M|

| 2022|595|$41.8M|$1.9M|$5.0M|

## 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|

| OSAIC WEALTH INC|ADVISOR|$146,118|—|$146,118|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$60,722|—|$60,722|

| STRATEGIC ADVISORS, INC.|ADVISOR|$10,634|—|$10,634|

| BMSS, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [OSAIC WEALTH INC](https://planprovider.pro/provider/royal-alliance-associates-inc) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [BMSS, LLC](https://planprovider.pro/provider/bmss-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $217,474

- **Estimated Expense Ratio:** 0.311% 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|$217,474|$156,752|—|—|—|

| 2023|$182,471|$133,212|—|—|—|

| 2022|$190,632|$4,477|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/innocean-worldwide-americas-llc-401k-plan)

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