· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
INNOVATIVE INVESTMENT SERVICES — INNOVATIVE INVESTMENT SERVICES 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250623160642NAL0003829315002
INNOVATIVE INVESTMENT SERVICES
Form 5500-SF
FILING_RECEIVED
INNOVATIVE INVESTMENT SERVICES 401(K) PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
7
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
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
INNOVATIVE INVESTMENT SERVICES
.
Find decision makers
Plan sponsor
Name
INNOVATIVE INVESTMENT SERVICES
EIN
30-0231736
Address
640 MILFORD · MEADOWS DR · MILFORD, MI · 48381
Phone
(248) 556-4600
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
2025-06-23
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
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 Finance & Insurance plans
RESOLVE GROWTH PARTNERS MANAGEMENT COMPANY, LLC
RESOLVE GROWTH PARTNERS 401(K) PLAN
$1.3M · 11 participants
CDJ ASSOCIATES LLC
CDJ ASSOCIATES LLC 401(K) PROFIT SHARING PLAN
$1.3M · 13 participants
PAUL A. HUNDT FINANCIAL SERVICES, INC.
HUNDT FINANCIAL SERVICES, INC. 401(K) PLAN
$1.3M · 5 participants
FRAZIER DECAMP FINANCIAL
FRAZIER DECAMP FINANCIAL 401(K) PSP
$1.3M · 6 participants
REVERE SECURITIES CORP.
REVERE SECURITIES CORPORATION 401(K) RETIREMENT PLAN
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.3M · 27 participants
AMERIPRISE FINANCIAL SERVICES, INC. A FINANCIAL ADVISORY PRACTICE OF A
AMODEI & ASSOCIATES 401(K) PROFIT SHARING PLAN
$1.3M · 4 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants
