# Innovative Solutions & Support, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/innovative-solutions-support-llc-233019437-510

> Innovative Solutions & Support, LLC's Health & Welfare plan: 297 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Innovative Solutions & Support, LLC

- **Sponsor EIN:** 233019437

- **Sponsor Address:** 720 PENNSYLVANIA DRIVE, EXTON, PA, 193411129

- **Plan Type:** Health & Welfare

- **Plan Number:** 510

- **Total Participants:** 297

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|297|$0|$0|$0|

| 2024|125|$173,396|$1.5M|$313,887|

| 2023|84|$324,972|$1.1M|$237,332|

| 2022|71|$563,567|$951,550|$202,334|

## 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|

| ENGLE HAMBRIGHT & DAVIES, INC.|Investment Advisor|$49,824|—|$49,824|

| INDEPENDENCE ADMINISTRATORS|Other Service Provider|$32,707|—|$32,707|

| THE BENECON GROUP|Investment Advisor|$25,910|—|$25,910|

| CONNECTCARE 3|Other Service Provider|$6,359|—|$6,359|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $114,800

### 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|

| 2025|—|—|—|—|—|

| 2024|$2,149,819|—|—|—|—|

| 2023|$1,672,548|—|—|—|—|

| 2022|$818,519|—|—|—|—|

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