How big is Innovative Underwriters Inc.'s plan?

Innovative Underwriters Inc.'s plan reported $2.0M in assets and 20 participants for 2024.

Original filing (PDF)20250827134754NAL0005057427001

Innovative Underwriters Inc.

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

Form 5500-SF

FILING_RECEIVED

Innovative Underwriters Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Innovative Underwriters Inc.'s Innovative Underwriters Inc. 401(k) Profit Sharing Plan & Trust held $2.0M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Anthony M Ward ESQ. signed Innovative Underwriters Inc.'s 2024 Form 5500 as plan administrator.

Anthony M Ward ESQ. — 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 Underwriters Inc.'s EIN is 22-1947346.

EIN 22-1947346

Plan number 005

Plan year 2024

ACK ID 20250827134754NAL0005057427001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Innovative Underwriters 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 UNDERWRITERS INC.

Finding similar companies…

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