Plan Snapshot
- Plan Sponsor: Innovative Solutions & Support, LLC
- Sponsor EIN: 233019437
- Sponsor Address: 720 PENNSYLVANIA DRIVE, EXTON, PA, 19341
- Plan Type: 401(k)
- Total Participants: 120
- Total Assets: $14.5M
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 | 120 | $14.5M | $367,902 | $747,404 |
| 2023 | 93 | $11.9M | $285,711 | $628,068 |
| 2022 | 78 | $10.1M | $132,402 | $604,631 |
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 |
|---|---|---|---|---|
| KREISCHER MILLER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KREISCHER MILLER — 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 | $2,660 | — | $2,660 | — | — |
| 2023 | $1,020 | — | $1,020 | — | — |
| 2022 | $2,630 | — | $2,630 | — | — |