# Innovations Health Systems, LLC 401(k) Plan
Source: https://planprovider.pro/companies/innovations-health-systems-llc-401k-plan

> Innovations Health Systems, LLC's 401(k) plan: 384 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Innovations Health Systems, LLC

- **Sponsor EIN:** 455594841

- **Sponsor Address:** 13425 SOUSA LANE, SARATOGA, CA, 95070

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

- **Total Participants:** 384

- **Total Assets:** $9.9M

## 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|384|$9.9M|$63,353|$721,715|

| 2023|389|$8.8M|$52,540|$552,987|

| 2022|328|$7.1M|$45,538|$505,289|

## 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|

| WELLS FARGO CLEARING SERVICES LLC|ADVISOR|$26,817|—|$26,817|

| LEE CPA AUDIT GROUP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LEE CPA AUDIT GROUP](https://planprovider.pro/provider/lee-cpa-audit-group) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $26,817

- **Estimated Expense Ratio:** 0.272% 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|$30,047|$26,817|—|—|—|

| 2023|$23,328|$22,409|—|—|—|

| 2022|$25,110|—|—|—|—|

## Similar Plans

- [Gateways Hospital And Mental Health Center](https://planprovider.pro/companies/gateways-hospital-and-mental-health-center-401k-plan) — 385 participants

- [Mad River Community Hospital](https://planprovider.pro/companies/mad-river-community-hospital-401k-plan) — 393 participants

- [George L. Mee Memorial Hospital](https://planprovider.pro/companies/george-l-mee-memorial-hospital-403b-plan) — 373 participants

- [Eisenhower Medical Center](https://planprovider.pro/companies/eisenhower-health-plan) — 368 participants

- [Bh-Sd Opco, LLC](https://planprovider.pro/companies/bh-sd-opco-llc-401k-plan) — 425 participants

- [Fresno Surgical Center, LP Dba Fresno Surgical Hospital](https://planprovider.pro/companies/fresno-surgical-center-lp-dba-fresno-surgical-hospital-401k-plan) — 336 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/innovations-health-systems-llc-401k-plan)

© 2026 PlanProvider.Pro