Original filing (PDF)20250718145841NAL0002009921001

INNISFREE STABLES

Name: INNISFREE STABLES — INNISFREE STABLES 401(K) PROFIT-SHARING PLAN, Form 5500 (2024)
Creator: INNISFREE STABLES

Form 5500-SF

FILING_RECEIVED

INNISFREE STABLES 401(K) PROFIT-SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$473K

Net assets (EOY)

$473K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INNISFREE STABLES.

Plan sponsor

Name

INNISFREE STABLES

EIN

20-3973025

Address

14559 DRAFT HORSE LANE · WELLINGTON, FL · 33414

Phone

(203) 249-4065

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-18

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

2R · Participant-directed brokerage (SDBA)

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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