How big is Inovia LLC's plan?

Inovia LLC's plan reported $8.3M in assets and 59 participants for 2025.

Original filing (PDF)20260508130322NAL0004041697001

Inovia LLC

Name: Inovia LLC — Inovia LLC 401(k) Plan, Form 5500 (2025)
Creator: Inovia LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Inovia LLC 401(k) Plan

401(k) retirement plan · Inovia LLC's Inovia LLC 401(k) Plan held $8.3M in plan assets for 59 participants in 2025.

Active participants

Accounts w/ balance

119

Plan assets (EOY)

$8.3M

Net assets (EOY)

$8.3M

People on this filing

Andrew Jones signed Inovia LLC's 2025 Form 5500 as plan administrator.

Andrew Jones — 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

Inovia LLC's EIN is 26-0185656.

EIN 26-0185656

Plan number 001

Plan year 2025

ACK ID 20260508130322NAL0004041697001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Inovia LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INOVIA 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

INOVIA LLC

EIN

all filings

Address

2200 NE NEFF RD STE 204 · BEND, OR · 977014281

Phone

(541) 382-8346

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator