How big is Innovative Mortgage Services, Inc.'s plan?

Innovative Mortgage Services, Inc.'s plan reported $1.9M in assets and 6 participants for 2025.

Original filing (PDF)20260213075530NAL0001125971001

Innovative Mortgage Services, Inc.

Name: Innovative Mortgage Services, Inc. — Innovative, Form 5500 (2025)
Creator: Innovative Mortgage Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Innovative Mortgage Services, Inc. 401(k) Plan

401(k) retirement plan · Innovative Mortgage Services, Inc.'s Innovative Mortgage Services, Inc. 401(k) Plan held $1.9M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

Innovative Mortgage Services, Inc.'s EIN is 51-0510484.

EIN 51-0510484

Plan number 001

Plan year 2025

ACK ID 20260213075530NAL0001125971001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Innovative Mortgage Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Innovative Mortgage Services, Inc.'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 MORTGAGE SERVICES, INC..

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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