Misty Marshall signed Innovative Health, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Innovative Health, LLC's EIN is 47-2158920.
Download the official 2024 Form 5500 (PDF) for Innovative Health, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Innovative Health, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP LLC | 61-1758632 | — | SERVICE PROVIDER | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH INDEX 2050 FUND WILMINGTON TRUST FUNDS · EIN 26-3763061 / PN 149 | Common Collective Trust | — | — | $740K | 11.5% | |
| Vangrd 500 Index Fund Adm Registered Investment Company | Common Collective Trusts | — | — | $635K | 9.9% | |
| BLACKROCK LIFEPATH INDEX 2045 FUND WILMINGTON TRUST FUNDS · EIN 26-3770058 / PN 150 | Common Collective Trust | — | — | $579K | 9.0% | |
| BLACKROCK LIFEPATH INDEX 2060 FUND WILMINGTON TRUST FUNDS · EIN 47-2700166 / PN 158 | Common Collective Trust | — | — | $558K | 8.7% | |
| BLACKROCK LIFEPATH INDEX 2040 FUND WILMINGTON TRUST FUNDS · EIN 26-3770208 / PN 151 | Common Collective Trust | — | — | $496K | 7.7% | |
| Voya Institutional Trust Company BlkRck LifePath Ind Ret Fd S | Common Stocks | — | — | $464K | 7.2% | |
| BLACKROCK LIFEPATH INDEX RETIREMENT WILMINGTON TRUST FUNDS · EIN 26-3773730 / PN 157 | Common Collective Trust | — | — | $464K | 7.2% | |
| BLACKROCK LIFEPATH INDEX 2030 FUND WILMINGTON TRUST FUNDS · EIN 26-3773846 / PN 153 | Common Collective Trust | — | — | $464K | 7.2% | |
| JP Morgan JPMorgan Equity Income Fund R6 | Other securities | — | — | $368K | 5.7% | |
| DFA US Large Cap Gr Port Ins | Mutual Funds | — | — | $326K | 5.1% | |
| JP Morgan JPMorgan US Equity Fund R6 | Other securities | — | — | $320K | 5.0% | |
| BLACKROCK LIFEPATH INDEX 2035 FUND WILMINGTON TRUST FUNDS · EIN 26-3770263 / PN 152 | Common Collective Trust | — | — | $243K | 3.8% | |
| BLACKROCK LIFEPATH INDEX 2055 FUND WILMINGTON TRUST FUNDS · EIN 46-3302432 / PN 178 | Common Collective Trust | — | — | $204K | 3.2% | |
| Vanguard Mid-Cap Growth Index Fund Adm | Common Collective Trusts | — | — | $191K | 3.0% | |
| Vanguard Mid-Cap Index Fund Adm | Common Collective Trusts | — | — | $183K | 2.8% | |
| John Hancock John Hancock Income F R6 | Other securities | — | — | $144K | 2.2% | |
| BLACKROCK LIFEPATH INDEX 2065 FUND WILMINGTON TRUST FUNDS · EIN 38-4126295 / PN 598 | Common Collective Trust | — | — | $113K | 1.8% | |
| Vanguard Small-Cap Index Fund Adm | Common Collective Trusts | — | — | $89K | 1.4% | |
| DFA Real Estate Secs Port Ins | Mutual Funds | — | — | $77K | 1.2% | |
| Invesco Inv Opp Intl Growth R6 | Mutual Funds | — | — | $65K | 1.0% | |
| Vanguard Small-Cap Growth Index Fund Adm | Common Collective Trusts | — | — | $58K | 0.9% | |
| DFA US Targeted Vl Port Ins | Mutual Funds | — | — | $44K | 0.7% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $38K | 0.6% | |
| Voya Institutional Trust Company Voya Fixed Account, 1.3% to 1.5% | Bonds / Notes | — | — | $16K | 0.3% | |
| Vanguard Mid-Cap VI Index Fund Adm | Common Collective Trusts | — | — | $7K | 0.1% | |
| Voya Institutional Trust Company Voya Gov Money Market Fund | Cash / Money Market | — | — | $4K | <0.1% |
