# Innovative Reasoning LLC DC Plan
Source: https://planprovider.pro/companies/innovative-reasoning-llc-plan-001

> Innovative Reasoning LLC's DC plan: 124 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Innovative Reasoning LLC

- **Sponsor EIN:** 202539270

- **Sponsor Address:** 12424 RESEARCH PKWY STE 155, ORLANDO, FL, 328262977

- **Plan Type:** DC

- **Total Participants:** 124

- **Total Assets:** $9.3M

## 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|124|$9.3M|$285,832|$594,843|

| 2023|120|$7.8M|$255,402|$565,228|

| 2022|98|$7.9M|$272,520|$633,977|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$47,152|—|$47,152|

| CREATIVE PLANNING, INC.|INVESTMENT ADVISORY|—|$22,745|$22,745|

| MCDIRMIT DAVIS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CREATIVE PLANNING, INC.](https://planprovider.pro/provider/creative-planning) — INVESTMENT ADVISORY

- [MCDIRMIT DAVIS](https://planprovider.pro/provider/mcdirmit-davis-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $69,897

- **Estimated Expense Ratio:** 0.754% 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|$47,152|—|$47,152|—|—|

| 2023|$8,197|—|$8,197|—|—|

| 2022|$3,823|—|$3,823|—|—|

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