How big is Innovative Insurance Resources, LLC's plan?

Innovative Insurance Resources, LLC's plan reported $1.8M in assets and 4 participants for 2024.

Original filing (PDF)20250513143904NAL0012076019001

Innovative Insurance Resources, LLC

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

Form 5500-SF

FILING_RECEIVED

Innovative Insurance Resources, LLC 401(k) Retirement Plan

401(k) retirement plan · Innovative Insurance Resources, LLC's Innovative Insurance Resources, LLC 401(k) Retirement Plan held $1.8M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Innovative Insurance Resources, LLC's EIN is 46-0680364.

EIN 46-0680364

Plan number 001

Plan year 2024

ACK ID 20250513143904NAL0012076019001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Innovative Insurance Resources, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Innovative Insurance Resources, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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