· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
INNOVA CLAIMS MANAGEMENT LLC — INNOVA CLAIMS MANAGEMENT LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250718094321NAL0002459826001
INNOVA CLAIMS MANAGEMENT LLC
Form 5500-SF
FILING_RECEIVED
INNOVA CLAIMS MANAGEMENT LLC 401(K) PLAN
401(k) retirement plan
Active participants
25
Accounts w/ balance
34
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
INNOVA CLAIMS MANAGEMENT LLC
.
Find decision makers
Plan sponsor
Name
INNOVA CLAIMS MANAGEMENT LLC
EIN
27-2868178
Address
25909 PALA SUITE 390 · MISSION VIEJO, CA · 92691
Phone
(949) 600-5680
Industry
Finance & Insurance
see 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
2025-07-18
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
T R PAUL INC.
T R PAUL INC. 401(K) PLAN
$2.7M · 11 participants
TRIAD FINANCIAL INSURANCE MARKETING, INC.
TRIAD FINANCIAL INSURANCE MARKETING, INC. 401(K) AND RETIREMENT PLAN
$2.7M · 11 participants
INNOVATION DESIGN GROUP
INNOVATION DESIGN GROUP 401(K) PLAN
$2.7M · 6 participants
TRANS-OCEANIC GROUP, INC
TOLIC GROUP RETIREMENT PLAN
$2.7M · 94 participants
HARRIS PRIVATE WEALTH
HARRIS PRIVATE WEALTH 401(K) PROFIT SHARING PLAN & TRUST
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.7M · 5 participants
SOUND ACTUARIAL CONSULTING, LLC
SOUND ACTUARIAL CONSULTING 401(K) PLAN & TRUST
$2.7M · 8 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
