How big is Innovative Advantage, Inc.'s plan?

Innovative Advantage, Inc.'s plan reported $3.4M in assets and 33 participants for 2024.

Original filing (PDF)20251010123546NAL0004243571001

Innovative Advantage, Inc.

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

Form 5500-SF

FILING_RECEIVED

Innovative Advantage, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Innovative Advantage, Inc.'s Innovative Advantage, Inc. 401(k) Profit Sharing Plan held $3.4M in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

People on this filing

Kevin Boercker signed Innovative Advantage, Inc.'s 2024 Form 5500 as plan administrator.

Kevin Boercker — 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 Advantage, Inc.'s EIN is 20-3433106.

EIN 20-3433106

Plan number 001

Plan year 2024

ACK ID 20251010123546NAL0004243571001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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