# Invacare Corporation 401(k) Plan
Source: https://planprovider.pro/companies/invacare-corporation-401k-plan

> Invacare Corporation's 401(k) plan: 433 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| HARTLAND AND CO|CONSULTANT|$53,044|—|$53,044|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$42,454|—|$42,454|

| STRATEGIC ADVISORS, INC.|ADVISOR|$21,748|—|$21,748|

| PEASE BELL CPAS, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

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

- [PEASE BELL CPAS, LLC](https://planprovider.pro/provider/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:** $117,246

- **Estimated Expense Ratio:** 0.087% 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|$117,247|$21,748|$300|—|—|

| 2023|$154,199|$19,881|—|—|—|

| 2022|$60,124|$18,393|—|—|—|

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