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Original filing (PDF)20250911100910NAL0000560944001
INNOVIZE
Form 5500
FILING_RECEIVED
INNOVIZE / EXCEL 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 2
31% in single holdingNo recordkeeper disclosed
Active participants
368
Accounts w/ balance
335
Plan assets (EOY)
$20.2M
Net assets (EOY)
$20.2M
How this plan invests
This plan
1 pooled trust
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
85
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "s * MLIC Securian S&P 500 Index #" is 31% of plan.
- 49 bps in Schedule C fees — 69% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INNOVIZE.
Plan sponsor
Name
INNOVIZE
EIN
41-0945891
Address
500 OAK GROVE PARKWAY · ST PAUL, MN · 55127
Phone
(651) 486-3613
Industry
Manufacturingsee 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
2025-09-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $53K | — |
| CREATIVE PLANNING LLC | 84-4519624 | — | NONE | $46K | — |
Investments
22 direct securities · 1 pooled fund· $38.0M(100% 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.
Pooled Separate Account
$17.8M
1 holding
Uncategorized
$11.8M
20 holdings
Pooled Separate Accounts
$6.2M
1 holding
Guaranteed Income / GIC
$2.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $17.8M | 88.2% | |
| s * MLIC Securian S&P 500 Index # | Pooled Separate Accounts | — | — | $6.2M | 31.0% | |
| MLIC Fidelity Global Exchange US Index # | — | — | — | $2.9M | 14.5% | |
| MLIC Vanguard Extended Market Index Adm # | — | — | — | $2.5M | 12.3% | |
| * Minnesota Life Insurance Company (“MLIC”) Life Guaranteed Return # | Guaranteed Income / GIC | — | — | $2.1M | 10.6% | |
| MLIC JHancock Investment Gr Bd R6 # | — | — | — | $1.9M | 9.6% | |
| MLIC JP Morgan Large Cap Growth # | — | — | — | $967K | 4.8% | |
| MLIC Hood River Small Cap Gr Institutional # | — | — | — | $484K | 2.4% | |
| MLIC Dodge & Cox Stock Investor # | — | — | — | $465K | 2.3% | |
| MLIC Fidelity Large Cap Growth Index # | — | — | — | $390K | 1.9% | |
| MLIC Morgan Stanley Inst. International Opp I # | — | — | — | $329K | 1.6% | |
| MLIC BRck Strat Inc Opps Instl # | — | — | — | $311K | 1.5% | |
| MLIC Columbia Contrarian Core # | — | — | — | $290K | 1.4% | |
| MLIC Fidelity Real Estate Index # | — | — | — | $260K | 1.3% | |
| maturing through December 2029. | — | — | — | $238K | 1.2% | |
| MLIC Amer Funds New World Fund, R6 # | — | — | — | $138K | 0.7% | |
| MLIC DFA International Small Company Port # | — | — | — | $120K | 0.6% | |
| MLIC MFS Mid Cap Growth # | — | — | — | $118K | 0.6% | |
| MLIC Amer Funds Cap World Bond R6 # | — | — | — | $108K | 0.5% | |
| MLIC T. Rowe Price Small Cap Stock # | — | — | — | $83K | 0.4% | |
| MLIC River Road Small Cap Value # | — | — | — | $63K | 0.3% | |
| MLIC T. Rowe Price Large Cap Value # | — | — | — | $52K | 0.3% | |
| MLIC Thrivent Mid Cap Stock A # | — | — | — | $41K | 0.2% |
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