Original filing (PDF)20230929102825NAL0018443856001

Innovate Loan Servicing Corporation

Name: Innovate Loan Servicing Corporation — Innovate Loan, Form 5500 (2022)
Creator: Innovate Loan Servicing Corporation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Innovate Loan Servicing Corp. Retirement Savings Plan

401(k) retirement plan · Innovate Loan Servicing Corporation's Innovate Loan Servicing Corp. Retirement Savings Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Carey Petersen signed Innovate Loan Servicing Corporation's 2022 Form 5500 as plan administrator.

Carey Petersen — 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

Innovate Loan Servicing Corporation's EIN is 27-0785824.

EIN 27-0785824

Plan number 001

Plan year 2022

ACK ID 20230929102825NAL0018443856001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Innovate Loan Servicing Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Innovate Loan Servicing Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INNOVATE LOAN SERVICING CORPORATION.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score