# The Innovation Institute, LLC 401(k) Plan
Source: https://planprovider.pro/companies/the-innovation-institute-llc-401k-plan

> The Innovation Institute, LLC's 401(k) plan: 126 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Innovation Institute, LLC

- **Sponsor EIN:** 900745066

- **Sponsor Address:** 915 W. IMPERIAL HWY,, BREA, CA, 92821

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

- **Total Participants:** 126

- **Total Assets:** $24.6M

## 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|126|$24.6M|$431,304|$1.0M|

| 2023|133|$23.1M|$412,676|$1.2M|

| 2022|358|$29.2M|$1.0M|$2.3M|

## 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|

| BENETECH, INC.|THIRD PARTY ADMINISTRATOR|—|$11,385|$11,385|

| VOYA RETIREMENT ADVISORS, LLC|SERVICE PROVIDER|$9,992|—|$9,992|

| BAKER TILLY, US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BAKER TILLY, US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $21,377

- **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|$56,933|—|—|—|—|

| 2023|$18,734|—|—|—|—|

| 2022|$23,550|—|—|—|$23,550|

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