# Inova Health System Foundation 403(b) Plan
Source: https://planprovider.pro/companies/inova-health-system-403b-plan

> Inova Health System Foundation's 403(b) plan: 401 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Inova Health System Foundation

- **Sponsor EIN:** 541071867

- **Sponsor Address:** 8095 INNOVATION PARK DRIVE, FAIRFAX, VA, 22031

- **Plan Type:** 403(b)

- **Total Participants:** 401

- **Total Assets:** $156.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **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|401|$156.6M|$0|$0|

| 2023|22,057|$149.4M|$0|$8.3M|

| 2022|19,826|$131.2M|$0|$7.4M|

## 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|

| STRATEGIC ADVISORS|ADVISOR|$53,194|—|$53,194|

| ERNST AND YOUNG, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [ERNST AND YOUNG, LLP](https://planprovider.pro/provider/ernst-and-young-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $53,194

- **Estimated Expense Ratio:** 0.034% 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|$29,714|$53,193|—|—|—|

| 2023|$11,048|$52,281|—|—|—|

| 2022|$8,410|$44,320|—|—|—|

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