Plan Snapshot
- Plan Sponsor: Invacare Corporation
- Sponsor EIN: 952680965
- Sponsor Address: ONE INVACARE WAY, ELYRIA, OH, 44035
- Plan Type: 401(k)
- Total Participants: 433
- Total Assets: $135.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 433 | $135.0M | $553,443 | $2.3M |
| 2023 | 513 | $141.9M | $720,199 | $2.9M |
| 2022 | 675 | $142.8M | $871,108 | $3.8M |
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 |
|---|---|---|---|---|
| PEASE BELL CPAS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PEASE BELL CPAS, LLC — 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 | $117,247 | $21,748 | $300 | — | — |
| 2023 | $154,199 | $19,881 | — | — | — |
| 2022 | $60,124 | $18,393 | — | — | — |