Plan Snapshot
- Plan Sponsor: Innovu, INC.
- Sponsor EIN: 811938789
- Sponsor Address: 2403 SIDNEY STREET, SUITE 225, PITTSBURGH, PA, 15203
- Plan Type: 401(k)
- Total Participants: 86
- Total Assets: $7.7M
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 | 86 | $7.7M | $327,808 | $891,155 |
| 2023 | 91 | $5.9M | $304,991 | $899,647 |
| 2022 | 124 | $3.9M | $292,635 | $826,812 |
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 |
|---|---|---|---|---|
| SISTERSON & CO. LLP. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SISTERSON & CO. LLP. — 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 | $12 | — | — | — | — |
| 2023 | $93 | — | — | — | — |
| 2022 | — | — | — | — | — |