Plan Snapshot
- Plan Sponsor: Innosource, INC.
- Sponsor EIN: 311655942
- Sponsor Address: 5600 BLAZER PARKWAY SUITE 200, DUBLIN, OH, 43017
- Plan Type: 401(k)
- Total Participants: 541
- Total Assets: $13.2M
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 | 541 | $13.2M | $419,767 | $857,347 |
| 2023 | 524 | $12.2M | $396,757 | $822,812 |
| 2022 | 328 | $10.9M | $391,733 | $774,506 |
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 |
|---|---|---|---|---|
| GBQ PARTNERS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GBQ PARTNERS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $16,989 | — | — | — | — |
| 2023 | $64,896 | — | — | — | — |
| 2022 | $58,397 | — | — | — | $58,397 |