· 2022–2024 · DOL EFAST2

INNOVATIVE RISK CONCEPTS, INC. — INNOVATIVE RISK CONCEPTS, INC. RETIREMENT PLAN, Form 5500 (2024)

Original filing (PDF)20250527130327NAL0003971603001

INNOVATIVE RISK CONCEPTS, INC.

Form 5500-SF

FILING_RECEIVED

INNOVATIVE RISK CONCEPTS, INC. RETIREMENT PLAN

401(k) retirement plan

Active participants

6

Accounts w/ balance

8

Plan assets (EOY)

$543K

Net assets (EOY)

$543K

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

87

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INNOVATIVE RISK CONCEPTS, INC..

Plan sponsor

Name

INNOVATIVE RISK CONCEPTS, INC.

EIN

22-3251299all filings

Address

179 SOUTH MAPLE AVENUE · RIDGEWOOD, NJ · 07450

Phone

(800) 652-2015

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-27

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

JOHN JACOBS 401(K) PLAN

$543K · 4 participants

BYRD INSURANCE INC

BYRD INSURANCE INC 401(K) PROFIT SHARING PLAN & TRUST

$543K · 6 participants

CAPSTONE FINANCIAL ADVISORS

CAPSTONE FINANCIAL ADVISORS 401(K) PLAN

$543K · 1 participants

SAFE LAND TITLE AGENCY, LLC

SAFE LAND TITLE AGENCY 401(K) PROFIT SHARING PLAN

$543K · 9 participants

JACKY TAM 401(K) PROFIT SHARING PLAN & TRUST

$543K · 3 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.