· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
INNOVATIVE LEARNING SOLUTIONS — INNOVATIVE LEARNING SOLUTIONS 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250716133121NAL0002452723001
INNOVATIVE LEARNING SOLUTIONS
Form 5500-SF
FILING_RECEIVED
INNOVATIVE LEARNING SOLUTIONS 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
33
Accounts w/ balance
11
Plan assets (EOY)
$919K
Net assets (EOY)
$919K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
INNOVATIVE LEARNING SOLUTIONS
.
Find decision makers
Plan sponsor
Name
INNOVATIVE LEARNING SOLUTIONS
EIN
62-1823945
Address
10640 RIVERLAKE DR · KNOXVILLE, TN · 379225569
Phone
(865) 966-0274
Industry
Retail Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Retail Trade plans
GROWERS HOUSE HOLDINGS, LLC
GROWERS HOUSE HOLDINGS, LLC 401(K) PROFIT SHARING PLAN AND TRUST
$917K · 28 participants
NEW WORLD ADMINISTRATION INC
NEW WORLD ADMINISTRATION INC 401(K) PLAN
$921K · 9 participants
PRECISION DOOR SERVICE
PRECISION DOOR SERVICE 401(K) P/S PLAN
$925K · 240 participants
KOPPCO OF ILLINOIS, INC.
KOPPCO OF ILLINOIS, INC. 401(K) PROFIT SHARING PLAN
$909K · 3 participants
KAY'S LLC
KAY'S LLC 401 (K) PLAN
65
Knocking points off
Only 33% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$908K · 3 participants
CENTRAL JERSEY SALES COMPANY
CENTRAL JERSEY SALES COMPANY 401(K) RETIREMENT SAVINGS PLAN
$930K · 4 participants
Large plans in Tennessee
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION TRUST
$27.6B
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION PLAN
$26.9B · 113,256 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
HCA INC.
HCA 401(K) PLAN
$23.8B · 310,762 participants
HCA INC.
HCA INC. MASTER RETIREMENT TRUST
$23.4B
ALLIANCEBERNSTEIN LP
AB US LARGE CAP GROWTH COLLECTIVE TRUST
$8.9B
