INNOVATION ASSOCIATES, INC. 401(k) Plan
What public Form 5500 filings show about the INNOVATION ASSOCIATES, INC. 401(k) plan — and how to find and check your own account.
The INNOVATION ASSOCIATES, INC. 401(k) on its latest Form 5500
INNOVATION ASSOCIATES, INC. (EIN 16-1240697) reports INNOVATION ASSOCIATES 401(K) on its most recent Form 5500, with $27.3M in plan assets across 530 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full INNOVATION ASSOCIATES, INC. filing — schedules, fees, and providers.
Who runs the INNOVATION ASSOCIATES, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is EPIC Retirement Plan Services, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your INNOVATION ASSOCIATES, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB TRUST BANK, RESOURCES INVESTMENT ADVISORS, NBT BANK N A, CHARLES SCHWAB & CO.
How to check your INNOVATION ASSOCIATES, INC. 401(k)
- Log in to EPIC Retirement Plan Services’s participant portal (the site on your statements).
- Ask INNOVATION ASSOCIATES, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).