Original filing (PDF)20250626175002NAL0005085219001

INNOVATE MR, LLC

Name: INNOVATE MR, LLC — INNOVATE MR, LLC CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: INNOVATE MR, LLC

Form 5500-SF

FILING_RECEIVED

INNOVATE MR, LLC CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INNOVATE MR, LLC.

Plan sponsor

Name

INNOVATE MR, LLC

EIN

46-4708812

Address

23679 CALABASAS ROAD #1038 · CALABASAS, CA · 91302

Phone

(888) 229-6664

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-26

Pension benefit codes

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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