# Innovative Service Technology Management Services, Incorporated 401(k) Plan
Source: https://planprovider.pro/companies/innovative-service-technology-management-services-incorporated-401k-plan

> Innovative Service Technology Management Services, Incorporated's 401(k) plan: 1,072 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Innovative Service Technology Management Services, Incorporated

- **Sponsor EIN:** 582303739

- **Sponsor Address:** 1341 MORELAND AVE SE, ATLANTA, GA, 30316

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

- **Total Participants:** 1,072

- **Total Assets:** $17.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|1,072|$17.9M|$389,190|$2.5M|

| 2023|1,115|$14.1M|$361,563|$2.5M|

| 2022|1,031|$10.3M|$365,641|$2.0M|

## 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|

| TOMKIEWICZ WRIGHT, LLC|Auditor|$4,725|—|$4,725|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $4,725

- **Estimated Expense Ratio:** 0.026% 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|$123,320|$31,071|$87,524|$4,725|—|

| 2023|$103,084|$26,450|$54,306|—|—|

| 2022|$95,242|$24,581|$45,059|—|$10,000|

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