# Innovative Office Systems, LLC 401(k) Plan
Source: https://planprovider.pro/companies/innovative-office-systems-llc-plan

> Innovative Office Systems, LLC's 401(k) plan: 112 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Innovative Office Systems, LLC

- **Sponsor EIN:** 134206702

- **Sponsor Address:** 1629 CROSS BEAM DR., CHARLOTTE, NC, 28217

- **Plan Type:** 401(k)

- **Total Participants:** 112

- **Total Assets:** $8.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|112|$8.2M|$405,870|$303,088|

| 2023|122|$7.6M|$408,761|$227,702|

| 2022|160|$6.5M|$227,145|$227,157|

## 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|

| LUMSDEN & MCCORMICK, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LUMSDEN & MCCORMICK, LLP](https://planprovider.pro/provider/lumsden-and-mccormick-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|$32,968|—|$32,968|—|—|

| 2023|$30,149|—|$30,149|—|—|

| 2022|—|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/innovative-office-systems-llc-plan)

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