Michael M Kramer signed Innovim, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Innovim, LLC's EIN is 56-2304619.
Download the official 2024 Form 5500 (PDF) for Innovim, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Innovim, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN LP | — | NASHVILLE, TN | INVESTMENT ADVISOR | $23K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $8.8M | 90.7% | |
| [Assets held in common collective trust] | Other | — | — | $807K | 8.3% | |
| AB US LARGE CAP GROWTH CIT W SERIES GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $529K | 5.4% | |
| AB US SMALL AND MID CAP VAL W SERIE GREAT GRAY · EIN 38-4116868 / PN 532 | Common Collective Trust | — | — | $130K | 1.3% | |
| AB US SMALL AND MID CAP GR W SERIES GREAT GRAY · EIN 38-4116871 / PN 536 | Common Collective Trust | — | — | $124K | 1.3% | |
| [Assets held in participant loans] | Other | — | — | $90K | 0.9% | |
| AB GLBL COR EQ CIT W SERIES FEE CL GREAT GRAY · EIN 38-4139849 / PN 627 | Common Collective Trust | — | — | $17K | 0.2% | |
| PGIM TOTAL RETURN BOND FUND CIT CLA GREAT GRAY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $7K | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RETIREMENT ADVANTAGE INC | — | PORT WASHINGTON, WI | OTHER | $3K | — |
