Original filing (PDF)20250421080536NAL0004207120001

INNOVATIVE BENEFITS CONSULTING

Name: INNOVATIVE BENEFITS CONSULTING — INNOVATIVE BENEFITS CONSULTING 401K PLAN, Form 5500 (2024)
Creator: INNOVATIVE BENEFITS CONSULTING

Form 5500-SF

FILING_RECEIVED

INNOVATIVE BENEFITS CONSULTING 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INNOVATIVE BENEFITS CONSULTING.

Plan sponsor

Name

INNOVATIVE BENEFITS CONSULTING

EIN

27-0869203

Address

420 FORT DUQUESNE BLVD STE 725 · PITTSBURGH, PA · 15222

Phone

(412) 805-7342

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

2025-04-21

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

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

THE JOHN A. BARCLAY AGENCY, INC.

THE JOHN A. BARCLAY AGENCY, INC. EMPLOYEES 401(K) PROFIT SHARING PLAN

$1.6M · 11 participants

IBENEFIT COMMUNICATIONS. LLLC

IBENEFIT COMMUNICATION, LLC 401(K) PLAN

$1.6M · 28 participants

SULLIVAN INSURANCE, INC.

SULLIVAN INSURANCE, INC. 401(K) PLAN

$1.6M · 12 participants

C.L. WYMAN & ASSOCIATES, INC.

C. L. WYMAN & ASSOCIATES, INC. RETIREMENT PLAN

$1.6M · 7 participants

THE KEENAN AGENCY, INC.

THE KEENAN AGENCY, INC. PROFIT SHARING PLAN