# Innovize 401(k) Plan
Source: https://planprovider.pro/companies/innovize-401k-plan

> Innovize's 401(k) plan: 368 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Innovize

- **Sponsor EIN:** 410945891

- **Sponsor Address:** 500 OAK GROVE PARKWAY, ST PAUL, MN, 55127

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

- **Total Participants:** 368

- **Total Assets:** $20.2M

## 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|368|$20.2M|$697,774|$1.5M|

| 2023|288|$19.1M|$296,476|$1.5M|

| 2022|259|$16.6M|$137,855|$1.4M|

## 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|

| STANCORP FINANCIAL GROUP|NONE|$53,215|—|$53,215|

| CREATIVE PLANNING LLC|NONE|$45,710|—|$45,710|

| CROWE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [CREATIVE PLANNING LLC](https://planprovider.pro/provider/creative-planning) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $98,925

- **Estimated Expense Ratio:** 0.490% 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|$58,286|$45,710|$12,576|—|—|

| 2023|$21,612|—|$21,612|—|—|

| 2022|$4,039|—|$4,039|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/innovize-401k-plan)

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