How big is Association Innovation & Management's plan?

Association Innovation & Management's plan reported $13.5M in assets and 51 participants for 2025.

Original filing (PDF)20260313094347NAL0007517985001

Association Innovation & Management

Name: Association Innovation & Management — Association, Form 5500 (2025)
Creator: Association Innovation & Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Association Innovation & Management 401(k) Profit Sharing Plan

401(k) retirement plan · Association Innovation & Management's Association Innovation & Management 401(k) Profit Sharing Plan held $13.5M in plan assets for 51 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.5M

Net assets (EOY)

$13.5M

Plan identifiers

Association Innovation & Management's EIN is 54-1942014.

EIN 54-1942014

Plan number 001

Plan year 2025

ACK ID 20260313094347NAL0007517985001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Association Innovation & Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Association Innovation & Management'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 ASSOCIATION INNOVATION & MANAGEMENT.

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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