Original filing (PDF)20250618161239NAL0006117266001

INNOVATIVE FINANCIAL INC

Name: INNOVATIVE FINANCIAL INC — INNOVATIVE FINANCIAL INC 401(K) PLAN, Form 5500 (2024)
Creator: INNOVATIVE FINANCIAL INC

Form 5500-SF

FILING_RECEIVED

INNOVATIVE FINANCIAL INC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$551K

Net assets (EOY)

$551K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INNOVATIVE FINANCIAL INC.

Plan sponsor

Name

INNOVATIVE FINANCIAL INC

EIN

20-0528572

Address

3602 ATWOOD AVENUE · SUITE 3 · MADISON, WI · 53714

Phone

(608) 278-9189

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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