# Innovative Learning, INC. 403(b) Plan
Source: https://planprovider.pro/companies/innovative-learning-inc-521173307-001

> Innovative Learning, INC.'s 403(b) plan: 214 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Innovative Learning, INC.

- **Sponsor EIN:** 521173307

- **Sponsor Address:** 1277 GREEN HOLLY DRIVE, ANNAPOLIS, MD, 214094676

- **Plan Type:** 403(b)

- **Plan Number:** 001

- **Total Participants:** 214

- **Total Assets:** $21.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|214|$21.9M|$494,943|$989,885|

| 2023|200|$19.0M|$446,359|$892,901|

| 2022|206|$16.0M|$425,019|$850,038|

## 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|

| ASCENSUS LLC|Other Service Provider|$17,706|—|$17,706|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $17,706

- **Estimated Expense Ratio:** 0.081% of plan assets

### 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|$17,706|—|$17,706|—|—|

| 2023|$11,982|—|$11,982|—|—|

| 2022|$11,774|—|$11,774|—|—|

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