Original filing (PDF)20230306125523NAL0007928705001

INNOVATIVE SOLUTIONS INSURANCE SERVICES, LLC

Name: INNOVATIVE SOLUTIONS INSURANCE SERVICES, LLC — INNOVATIVE SOLUTIONS INSURANCE SERVICES, LLC PROFIT SHARING 401(K) PLAN--FINAL FILING, Form 5500 (2022)
Creator: INNOVATIVE SOLUTIONS INSURANCE SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

INNOVATIVE SOLUTIONS INSURANCE SERVICES, LLC PROFIT SHARING 401(K) PLAN--FINAL FILING

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INNOVATIVE SOLUTIONS INSURANCE SERVICES, LLC.

Plan sponsor

Name

INNOVATIVE SOLUTIONS INSURANCE SERVICES, LLC

EIN

33-0770916

Address

222 N. PACIFIC COAST HWY STE 2000 · EL SEGUNDO, CA · 90245

Phone

(310) 851-8222

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-10-31

Filed

2023-03-06

Pension benefit codes

3D · Pre-approved plan (master / prototype / VS)

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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