Innovative Data Processing Solutions 401(k) match, vesting and fees

Plan year 2025 filingInnovative Data Processing Solutions, Llc. 401(k) Plan and Trust · Plan 001 · EIN 87-4703972Updated Oct 2026

What Innovative Data Processing Solutions' 401(k) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2025 filing reports $439K in employer contributions, about $2,334 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2025 Form 5500 ↗
$71,722
Average account balance
188
Participants (end of year)
$13.5M
Plan assets (end of year)
0.48%
Admin expenses ÷ assets

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

RecordkeeperFidelity Investments InstitutionalSchedule C ↗
Independent auditorMengel/Metzger/Barr & Co (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗

How the plan compares

Plan year 2025 medians for 612 defined-contribution plans in information with 100 to 499 participants.

Innovative Data Processing Solutions: employer contribution per participant$2,334
Peer median$2,211
Innovative Data Processing Solutions: average balance$71,722
Peer median$71,359
Innovative Data Processing Solutions: admin expenses ÷ assets0.48%
Peer median0.25%

Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.

Plan history

Plan assets went from $10.3M at the end of plan year 2023 to $13.5M at the end of plan year 2025.

$10.3M2023$12.2M2024$13.5M2025
End-of-year figures from each plan year's Form 5500 filing for the Innovative Data Processing Solutions plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
2025188$13.5M$439K$2,3340.48%Not publishedForm 5500 ↗
2024159$12.2M$398K$2,5180.49%Not publishedForm 5500 ↗
2023142$10.3M$441K$3,1260.47%Not publishedForm 5500 ↗

Common questions

Does Innovative Data Processing Solutions match 401(k) contributions?

The match terms for the Innovative Data Processing Solutions, Llc. 401(k) Plan and Trust have not been published from its filing yet. The plan year 2025 filing reports $439K in employer contributions, about $2,334 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the Innovative Data Processing Solutions 401(k) match vested?

The vesting schedule for the Innovative Data Processing Solutions, Llc. 401(k) Plan and Trust is not in the data published so far. Your Summary Plan Description states it.

Who manages the Innovative Data Processing Solutions 401(k)?

The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Innovative Data Processing Solutions, Llc..

I left Innovative Data Processing Solutions. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (Innovative Data Processing Solutions, Llc., (585) 292-5070) or the recordkeeper, Fidelity Investments Institutional. The Innovative Data Processing Solutions old 401(k) page lists the contacts from every plan filing. Find an old Innovative Data Processing Solutions 401(k)

Data from the public Form 5500 annual reports Innovative Data Processing Solutions filed with the U.S. Department of Labor (plan years 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Innovative Data Processing Solutions. Not financial advice. Report a correction · Methodology