How big is Innovative Financial Management Inc.'s plan?

Innovative Financial Management Inc.'s plan reported $571K in assets and 2 participants for 2024.

Original filing (PDF)20250630094744NAL0006205955001

Innovative Financial Management Inc.

Name: Innovative Financial Management Inc. — Innovative, Form 5500 (2024)
Creator: Innovative Financial Management Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Innovative Financial Management 401(k) Plan QRP

401(k) retirement plan · Innovative Financial Management Inc.'s Innovative Financial Management 401(k) Plan QRP held $571K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$571K

Net assets (EOY)

$571K

People on this filing

Steven Spanton signed Innovative Financial Management Inc.'s 2024 Form 5500 as plan administrator.

Steven Spanton — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Innovative Financial Management Inc.'s EIN is 20-1946757.

EIN 20-1946757

Plan number 001

Plan year 2024

ACK ID 20250630094744NAL0006205955001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Innovative Financial Management Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Innovative Financial Management Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, 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 MANAGEMENT INC.

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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