Denise Economy signed Innovate, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Innovate, Inc.'s EIN is 01-0700529.
Download the official 2024 Form 5500 (PDF) for Innovate, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Innovate, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $60K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE CAPITAL GROUP INVESTMENT ADVISO | 46-4255096 | — | INVESTMENT ADVISORY | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2050 Inst Premium Fund - | Mutual Funds | — | — | $1.7M | 13.2% | |
| Fidelity Freedom Index 2040 Inst Premium Fund - | Mutual Funds | — | — | $1.6M | 13.0% | |
| Fidelity Freedom Index 2030 Inst Premium Fund - | Mutual Funds | — | — | $1.2M | 9.8% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.1M | 8.6% | |
| Fidelity Freedom Index 2045 Inst Premium Fund - | Mutual Funds | — | — | $1.0M | 8.1% | |
| Fidelity Freedom Index 2055 Inst Premium Fund - | Mutual Funds | — | — | $960K | 7.7% | |
| Fidelity Freedom Index 2035 Inst Premium Fund - | Mutual Funds | — | — | $957K | 7.6% | |
| Fidelity 500 Index Fund - | Common Collective Trusts | — | — | $823K | 6.6% | |
| AllianceBernstein AB Large Cap Growth Fund - | Mutual Funds | — | — | $530K | 4.2% | |
| Fidelity Freedom Index 2025 Inst Premium Fund - | Mutual Funds | — | — | $472K | 3.8% | |
| PIMCO RAE US Sml Instl Fund - | Mutual Funds | — | — | $423K | 3.4% | |
| Fidelity US Bond Index Fund - | Common Collective Trusts | — | — | $309K | 2.5% | |
| Fidelity Freedom Index 2060 Inst Premium Fund - | Mutual Funds | — | — | $257K | 2.0% | |
| Macquarie Mid Cap Growth Fund - | Other securities | — | — | $174K | 1.4% | |
| Eaton Vance Parametric International Equity Fund - | Other securities | — | — | $132K | 1.1% | |
| Fidelity Total Market Index Fund - | Common Collective Trusts | — | — | $120K | 1.0% | |
| MFS Mid Cap Value Fund - | Mutual Funds | — | — | $91K | 0.7% | |
| (E) | Other securities | — | — | $78K | 0.6% | |
| Fidelity Freedom Index 2065 Inst Premium Fund - | Mutual Funds | — | — | $78K | 0.6% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $76K | 0.6% | |
| Fidelity Freedom Index 2020 Inst Premium Fund - | Mutual Funds | — | — | $65K | 0.5% | |
| American Century American Century Small Cap Value Fund - | Other securities | — | — | $62K | 0.5% | |
| MassMutual Small Cap Opportunities Fund - | Other securities | — | — | $57K | 0.5% | |
| Participant Loans bearing interest at a rate of 4.25% - 9.50%, - | Bonds / Notes | — | — | $47K | 0.4% | |
| (E) | Other securities | — | — | $47K | 0.4% | |
| Blackrock Emerging Markets K Fund - | Other securities | — | — | $24K | 0.2% | |
| PGIM High Yield Fund - | Other securities | — | — | $24K | 0.2% | |
| American Century American Century Small Cap Growth Fund - | Other securities | — | — | $19K | 0.2% | |
| Hartford Dividend and Growth Fund - | Other securities | — | — | $7K | <0.1% | |
| PIMCO Int Bond (USD-HDG) I Fund - | U.S. Treasuries | — | — | $6K | <0.1% | |
| Fidelity Freedom Index Income Premium Fund - | Mutual Funds | — | — | $1K | <0.1% | |
| Fidelity Freedom Index 2015 Inst Premium Fund - | Mutual Funds | — | — | $1K | <0.1% |
