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Original filing (PDF)20250825093940NAL0007718737001
INNOVATIVE SERVICES, INC. (ISI)
Form 5500
FILING_RECEIVED
INNOVATIVE SERVICES RETIREMENT PLAN
401(k) retirement plan
Signals · 2
~145 bps in Sched C feesNo recordkeeper disclosed
Active participants
321
Accounts w/ balance
408
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 145 bps in Schedule C fees — 179% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INNOVATIVE SERVICES, INC. (ISI).
Plan sponsor
Name
INNOVATIVE SERVICES, INC. (ISI)
EIN
39-1969834
Address
2321 SAN LUIS PLACE · GREEN BAY, WI · 54304
Phone
(920) 431-0962
Industry
Other Services (ex. Public Admin)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
2025-08-25
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HAWKINS ASH CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED TRUST COMPANY, N.A. | 30-0219031 | — | NONE | $35K | — |
Investments
26 direct securities · 1 pooled fund· $2.2M(93% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$2.2M
26 holdings
Common Collective Trust
$8K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retire 2050 Fund Mutual Fund N/A | — | — | — | $528K | 22.1% | |
| Vanguard Target Retire 2035 Fund Mutual Fund N/A | — | — | — | $280K | 11.7% | |
| Vanguard Target Retire 2040 Fund Mutual Fund N/A | — | — | — | $263K | 11.0% | |
| Vanguard Target Retire 2030 Fund Mutual Fund N/A | — | — | — | $256K | 10.7% | |
| Vanguard Target Retire 2045 Fund Mutual Fund N/A | — | — | — | $245K | 10.2% | |
| Vanguard Target Retire 2055 Fund Mutual Fund N/A | — | — | — | $144K | 6.0% | |
| Vanguard Target Retire 2060 Fund Mutual Fund N/A | — | — | — | $113K | 4.7% | |
| Vanguard 500 Index Fund Adm Mutual Fund N/A | — | — | — | $113K | 4.7% | |
| Vanguard Target Retire 2025 Fund Mutual Fund N/A | — | — | — | $41K | 1.7% | |
| T. Rowe Price Blue Chip Growth I Mutual Fund N/A | — | — | — | $41K | 1.7% | |
| MFS Mid Cap Value FD Class R6 Mutual Fund N/A | — | — | — | $32K | 1.3% | |
| WASATCH Small Cap Growth Instl Mutual Fund N/A | — | — | — | $30K | 1.3% | |
| Vanguard Target Retire 2065 Fund Mutual Fund N/A | — | — | — | $25K | 1.1% | |
| Vanguard Total International Stock Idex Adm Mutual Fund N/A | — | — | — | $24K | 1.0% | |
| American Beacon Small Cap Value R6 Mutual Fund N/A | — | — | — | $20K | 0.8% | |
| American Fund Washing Mutual R6 Mutual Fund N/A | — | — | — | $18K | 0.7% | |
| American Funds New World R6 Mutual Fund N/A | — | — | — | $9K | 0.4% | |
| Vanguard Real Estate Index Adm Mutual Fund N/A | — | — | — | $9K | 0.4% | |
| Vanguard Target Retire Income Mutual Fund N/A | — | — | — | $9K | 0.4% | |
| Vanguard Total Bond Index Adm Mutual Fund N/A | — | — | — | $8K | 0.3% | |
| MONEY MARKET COMMON TR FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 52-7241044 / PN 001 | Common Collective Trust | — | — | $8K | 0.3% | |
| Vanguard Target Retire 2070 Fund Mutual Fund N/A | — | — | — | $4K | 0.2% | |
| Baird Core Plus Bond Fund Instl Mutual Fund N/A | — | — | — | $4K | 0.2% | |
| Baird Mid Cap FD Instl Mutual Fund N/A | — | — | — | $2K | <0.1% | |
| Vanguard Small- Cap Index Fund Adm Mutual Fund N/A | — | — | — | $2K | <0.1% | |
| Vanguard Mid-Cap Index Adm Mutual Fund N/A | — | — | — | $2K | <0.1% | |
| Vanguard International Value Fund Mutual Fund N/A | — | — | — | $1K | <0.1% |
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