How big is Innovative Brokers Corp.'s plan?

Innovative Brokers Corp.'s plan reported $3.7M in assets and 8 participants for 2023.

Original filing (PDF)20250812175413NAL0011772160001

Innovative Brokers Corp.

Name: Innovative Brokers Corp. — Innovative Brokers Corp., Form 5500 (2023)
Creator: Innovative Brokers Corp.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Innovative Brokers Corp. Profit Sharing 401(k) Retir

401(k) retirement plan · Innovative Brokers Corp.'s Innovative Brokers Corp. Profit Sharing 401(k) Retir held $3.7M in plan assets for 8 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

Plan identifiers

Innovative Brokers Corp.'s EIN is 11-2573424.

EIN 11-2573424

Plan number 001

Plan year 2023

ACK ID 20250812175413NAL0011772160001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Innovative Brokers Corp. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Innovative Brokers Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INNOVATIVE BROKERS CORP..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

INNOVATIVE BROKERS CORP.

EIN

all filings

Address

1276 50TH STREET · BROOKLYN, NY · 11219

Phone

(718) 853-9800

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator