Original filing (PDF)20250716055823NAL0001740931001

INNOVATIONS FOR LEARNING

Name: INNOVATIONS FOR LEARNING — INNOVATIONS FOR LEARNING 401(K) PLAN & TRUST, Form 5500 (2024)
Creator: INNOVATIONS FOR LEARNING

Form 5500-SF

FILING_RECEIVED

INNOVATIONS FOR LEARNING 401(K) PLAN & TRUST

401(k) retirement plan

Active participants

108

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INNOVATIONS FOR LEARNING.

Plan sponsor

Name

INNOVATIONS FOR LEARNING

EIN

36-3873652

Address

13553 STATE ROAD 54 · SUITE 50 · ODESSA, FL · 33556

Phone

(813) 404-8319

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-07-16

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

DEDICATED FINANCIAL GBC

DEDICATED COMMERCIAL RECOVERY INC RETIREMENT TRUST

$1.5M · 94 participants

THEATRE VENTURE, INC.

THEATRE VENTURE, INC. 401K PLAN

$1.5M · 10 participants

MADDOX FUNERAL HOME, INC.

MADDOX FUNERAL HOME, INC. 401(K) P/S PLAN

$1.5M · 17 participants

LAKESIDE CONCRETE SERVICES INC

LAKESIDE CONCRETE SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST

$1.5M · 27 participants

EAST CENTRAL IDAHO PLANNING & DEVE

EAST CENTRAL IDAHO PLANNING & DEVELOPMENT ASSOCIATION INC 401K PLAN