Plan Snapshot
- Plan Sponsor: Innovative Health, LLC
- Sponsor EIN: 472158920
- Sponsor Address: 1435 NORTH HAYDEN ROAD, SCOTTSDALE, AZ, 85257
- Plan Type: 401(k)
- Total Participants: 143
- Total Assets: $6.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 143 | $6.4M | $392,530 | $659,952 |
| 2023 | 170 | $5.0M | $409,493 | $608,910 |
| 2022 | 171 | $3.6M | $376,519 | $601,677 |
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 |
|---|---|---|---|---|
| BEACHFLEISCHMAN PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BEACHFLEISCHMAN PLLC — 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 | $16,940 | — | $16,440 | — | — |
| 2023 | $45,263 | — | $44,913 | — | — |
| 2022 | $36,153 | — | — | — | — |