How big is Innovative Financial, LLC's plan?

Innovative Financial, LLC's plan reported $150K in assets and 3 participants for 2025.

Original filing (PDF)20260428221157NAL0015765056037

Innovative Financial, LLC

Name: Innovative Financial, LLC — Innovative Financial, Form 5500 (2025)
Creator: Innovative Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Innovative Financial 401(k) Plan

401(k) retirement plan · Innovative Financial, LLC's Innovative Financial 401(k) Plan held $150K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$150K

Net assets (EOY)

$150K

Plan identifiers

Innovative Financial, LLC's EIN is 20-0044861.

EIN 20-0044861

Plan number 001

Plan year 2025

ACK ID 20260428221157NAL0015765056037

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Innovative Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Innovative Financial, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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