How big is Innovative Investment Strategies, Inc.'s plan?

Innovative Investment Strategies, Inc.'s plan reported $1.9M in assets and 1 participants for 2024.

Original filing (PDF)20251010113157NAL0012462688001

Innovative Investment Strategies, Inc.

Name: Innovative Investment Strategies, Inc. — Form 5500 Plan 001 (2024)
Creator: Innovative Investment Strategies, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

IPSD 401(k) Profit Sharing Plan

401(k) retirement plan · Innovative Investment Strategies, Inc.'s IPSD 401(k) Profit Sharing Plan held $1.9M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Brian Hill signed Innovative Investment Strategies, Inc.'s 2024 Form 5500 as plan administrator.

Brian Hill — 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

Innovative Investment Strategies, Inc.'s EIN is 33-0170079.

EIN 33-0170079

Plan number 001

Plan year 2024

ACK ID 20251010113157NAL0012462688001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Innovative Investment Strategies, Inc.'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 INNOVATIVE INVESTMENT STRATEGIES, INC..

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

INNOVATIVE INVESTMENT STRATEGIES, INC.

EIN

all filings

Address

2700 MAGNOLIA POINT CT · CHULA VISTA, CA · 919144214

Phone

(619) 922-8766

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator