How big is Innovative Investment Services' plan?

Innovative Investment Services' plan reported $1.3M in assets and 6 participants for 2024.

Original filing (PDF)20250623160642NAL0003829315002

Innovative Investment Services

Name: Innovative Investment Services — Innovative, Form 5500 (2024)
Creator: Innovative Investment Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Innovative Investment Services 401(k) Plan

401(k) retirement plan · Innovative Investment Services' Innovative Investment Services 401(k) Plan held $1.3M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Innovative Investment Services' EIN is 30-0231736.

EIN 30-0231736

Plan number 001

Plan year 2024

ACK ID 20250623160642NAL0003829315002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Innovative Investment Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Innovative Investment Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INNOVATIVE INVESTMENT SERVICES.

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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