How big is Innovate CXO Services, LLC's plan?

Innovate CXO Services, LLC's plan reported $223K in assets and 27 participants for 2025.

Original filing (PDF)20260430220716NAL0000225891063

Innovate CXO Services, LLC

Name: Innovate CXO Services, LLC — Innovate CXO Services, Form 5500 (2025)
Creator: Innovate CXO Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Innovate CXO Services, LLC 401(k) Plan

401(k) retirement plan · Innovate CXO Services, LLC's Innovate CXO Services, LLC 401(k) Plan held $223K in plan assets for 27 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$223K

Net assets (EOY)

$223K

Plan identifiers

Innovate CXO Services, LLC's EIN is 47-4265642.

EIN 47-4265642

Plan number 001

Plan year 2025

ACK ID 20260430220716NAL0000225891063

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Innovate CXO Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Innovate CXO Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INNOVATE CXO SERVICES, 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