# Innovative Health, LLC 401(k) Plan
Source: https://planprovider.pro/companies/innovative-health-llc-plan-001

> Innovative Health, LLC's 401(k) plan: 143 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|

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