How big is Innovative Insights, LLC's plan?

Innovative Insights, LLC's plan reported $89K in assets and 5 participants for 2024.

Original filing (PDF)20250906095227NAL0017903137001

Innovative Insights, LLC

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

Form 5500-SF

FILING_RECEIVED

Innovative Insights, LLC Retirement Trust

401(k) retirement plan · Innovative Insights, LLC's Innovative Insights, LLC Retirement Trust held $89K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$89K

Net assets (EOY)

$89K

People on this filing

Plan Sponsor signed Innovative Insights, LLC's 2024 Form 5500 as plan administrator.

Plan Sponsor — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Innovative Insights, LLC's EIN is 47-4713391.

EIN 47-4713391

Plan number 001

Plan year 2024

ACK ID 20250906095227NAL0017903137001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Innovative Insights, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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