# Innovative Health Management Partner LLC DC Plan
Source: https://planprovider.pro/companies/innovative-health-management-partner-llc-plan-015

> Innovative Health Management Partner LLC's DC plan: 131 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Innovative Health Management Partner LLC

- **Sponsor EIN:** 811675715

- **Sponsor Address:** 22 CORPORATE PLAZA DRIVE, NEWPORT BEACH, CA, 92660

- **Plan Type:** DC

- **Total Participants:** 131

- **Total Assets:** $3.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2023|131|$3.0M|$311,829|$0|

| 2022|140|$3.0M|$340,622|$0|

## 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|

| LUCAS, HORSFALL, MURPLY & PINDROH|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LUCAS, HORSFALL, MURPLY & PINDROH](https://planprovider.pro/provider/lucas-horsfall-murphy-and-pindroh-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|

| 2023|$22,787|$22,711|—|—|—|

| 2022|$21,582|—|—|—|$21,582|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/innovative-health-management-partner-llc-plan-015)

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