Original filing (PDF)20230713082204NAL0022465873001

INNOVATIVE BROKERAGE NETWORK LLC

Name: INNOVATIVE BROKERAGE NETWORK LLC — INNOVATIVE BROKERAGE NETWORK, Form 5500 (2022)
Creator: INNOVATIVE BROKERAGE NETWORK LLC

Form 5500-SF

FILING_RECEIVED

INNOVATIVE BROKERAGE NETWORK

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$73K

Net assets (EOY)

$73K

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

INNOVATIVE BROKERAGE NETWORK LLC

EIN

46-4378632all filings

Address

3636 S. GEYER RD · SUITE 100 · ST. LOUIS, MO · 63127

Phone

(866) 877-1533

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-13

Pension benefit codes

2E · Profit-sharing

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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