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Original filing (PDF)20251015103305NAL0004306865001
INNOVACCER
Form 5500
FILING_RECEIVED
INNOVACCER INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
39% in single holding
Active participants
194
Accounts w/ balance
258
Plan assets (EOY)
$8.7M
Net assets (EOY)
$8.7M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
81
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Mkt Inx Adm" is 39% of plan.
Helping the score
- Below-peer total fees (35 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INNOVACCER.
Plan sponsor
Name
INNOVACCER
EIN
30-0839073
Address
101 MISSION ST. · SUITE 1950 · SAN FRANCISCO, CA · 94105
Phone
(415) 504-3851
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ANUJ GOYAL
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUMAN INTEREST ADVISOR LLC | 47-4307706 | SAN FRANCISCO, CA | RECORDKEEPER | $30K | — |
Investments
25 direct securities· $8.6M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Inx Adm | — | — | — | $3.3M | 38.3% | |
| Vanguard Total Intl. Stock Index Admiral | — | — | — | $1.8M | 20.3% | |
| Vanguard Total Bond Market Index Adm | — | — | — | $955K | 11.0% | |
| Vanguard Growth Index Admiral | — | — | — | $528K | 6.1% | |
| Vanguard Real Estate Index Admiral | — | — | — | $498K | 5.7% | |
| Vanguard 500 Index Admiral | — | — | — | $421K | 4.8% | |
| Vanguard Total Intl. Bd Idx Admiral | — | — | — | $356K | 4.1% | |
| Vanguard FTSE Social Index Fund Adm | — | — | — | $95K | 1.1% | |
| Vanguard Short Term Infl.-Prot Sec Idx Adm | — | — | — | $92K | 1.1% | |
| Vanguard Value Index Adm | — | — | — | $92K | 1.1% | |
| Vanguard Small Cap Index Adm | — | — | — | $69K | 0.8% | |
| BANC Master Deposit Account A | — | — | — | $61K | 0.7% | |
| Vanguard Mid-Cap Growth Index Admiral | — | — | — | $51K | 0.6% | |
| Vanguard Small Cap Value Index Admiral | — | — | — | $51K | 0.6% | |
| Vanguard Small Cap Growth Index Admiral | — | — | — | $42K | 0.5% | |
| Vanguard Mid-Cap Value Index Admiral | — | — | — | $36K | 0.4% | |
| Vanguard Mid Cap Index Admiral | — | — | — | $35K | 0.4% | |
| Vanguard Federal Money Market Investor | — | — | — | $28K | 0.3% | |
| Vanguard Emerging Mkts Stock Idx Adm | — | — | — | $28K | 0.3% | |
| Vanguard Short Term Bond Indec Adm | — | — | — | $27K | 0.3% | |
| DFA Emerging Markets Small Cap I | — | — | — | $14K | 0.2% | |
| DFA Emerging Markets Value I | — | — | — | $9K | 0.1% | |
| Vanguard Developed Mkt Index Admiral | — | — | — | $8K | <0.1% | |
| Vanguard Interm-Term Bond Index Adm | — | — | — | $34 | <0.1% | |
| Vanguard Long-Term Bond Index Fund | — | — | — | $0 | <0.1% |
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