Plan Snapshot
- Plan Sponsor: Innovative Services, INC. (Isi)
- Sponsor EIN: 391969834
- Sponsor Address: 2321 SAN LUIS PLACE, GREEN BAY, WI, 54304
- Plan Type: 401(k)
- Total Participants: 321
- Total Assets: $2.4M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 321 | $2.4M | $159,914 | $380,712 |
| 2023 | 378 | $1.8M | $146,659 | $307,840 |
| 2022 | 269 | $1.5M | $93,558 | $219,809 |
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 |
|---|---|---|---|---|
| HAWKINS ASH CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAWKINS ASH CPAS — 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 | $34,737 | $13,743 | — | — | — |
| 2023 | $18,473 | $10,027 | $5,412 | — | — |
| 2022 | $24,984 | — | $24,984 | — | — |