How big is Innovative Wealth Management, LLC's plan?

Innovative Wealth Management, LLC's plan reported $156K in assets and 2 participants for 2025.

Original filing (PDF)20260312135509NAL0006775251001

Innovative Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Innovative Wealth Management, LLC Retirement Savings Plan

401(k) retirement plan · Innovative Wealth Management, LLC's Innovative Wealth Management, LLC Retirement Savings Plan held $156K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$156K

Net assets (EOY)

$156K

People on this filing

Rosalynn Ritschard signed Innovative Wealth Management, LLC's 2025 Form 5500 as plan administrator.

Rosalynn Ritschard — 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 Wealth Management, LLC's EIN is 20-3458698.

EIN 20-3458698

Plan number 001

Plan year 2025

ACK ID 20260312135509NAL0006775251001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Innovative Wealth Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 WEALTH MANAGEMENT, 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