Plan Snapshot
- Plan Sponsor: Innovative Employee Solutions, INC.
- Sponsor EIN: 840841199
- Sponsor Address: 2307 FENTON PKWY #107-615, SAN DIEGO, CA, 92108
- Plan Type: 401(k)
- Total Participants: 1,988
- Total Assets: $18.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,988 | $18.4M | $17,442 | $2.9M |
| 2023 | 2,042 | $15.6M | $185 | $2.9M |
| 2022 | 2,003 | $12.8M | $17,614 | $2.6M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — 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 | $93,484 | $33,792 | — | — | — |
| 2023 | $46,309 | $25,579 | — | — | — |
| 2022 | $59,819 | $25,135 | $34,684 | — | — |