# Innovative Capital Management 401(k) Plan
Source: https://planprovider.pro/companies/innovative-capital-management-401k-plan

> Innovative Capital Management's 401(k) plan: 425 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Innovative Capital Management

- **Sponsor EIN:** 203889074

- **Sponsor Address:** 2910 ADAMS ROAD, NORMAN, OK, 73069

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

- **Total Participants:** 425

- **Total Assets:** $4.7M

## 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|425|$4.7M|$127,534|$463,568|

| 2023|399|$4.1M|$128,716|$504,594|

| 2022|305|$3.4M|$117,165|$392,468|

## 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|

| GARY, BLODGETT & CO. PLLC|Auditor|—|—|$0|

## 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|$35,405|—|$35,405|—|—|

| 2023|$29,952|—|$29,952|—|—|

| 2022|$27,946|—|$27,946|—|—|

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