How big is Innovate Engineering & Surveying, LLC's plan?

Innovate Engineering & Surveying, LLC's plan reported $224K in assets and 8 participants for 2024.

Original filing (PDF)20251007140010NAL0002726771002

Innovate Engineering & Surveying, LLC

Name: Innovate Engineering & Surveying, LLC — Innovate, Form 5500 (2024)
Creator: Innovate Engineering & Surveying, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Innovate Engineering & Surveying, LLC 401 K Plan

401(k) retirement plan · Innovate Engineering & Surveying, LLC's Innovate Engineering & Surveying, LLC 401 K Plan held $224K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$224K

Net assets (EOY)

$224K

People on this filing

William Kent signed Innovate Engineering & Surveying, LLC's 2024 Form 5500 as plan administrator.

William Kent — 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 Engineering & Surveying, LLC's EIN is 27-1531840.

EIN 27-1531840

Plan number 001

Plan year 2024

ACK ID 20251007140010NAL0002726771002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Innovate Engineering & Surveying, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Innovate Engineering & Surveying, LLC's plan includes profit-sharing, a 401(k) feature, 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 INNOVATE ENGINEERING & SURVEYING, 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