How big is Innovative Management Strategists, LLC's plan?

Innovative Management Strategists, LLC's plan reported $1.2M in assets and 17 participants for 2024.

Original filing (PDF)20250613153031NAL0015761075001

Innovative Management Strategists, LLC

Name: Innovative Management Strategists, LLC — Form 5500 Plan 001 (2024)
Creator: Innovative Management Strategists, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Innovative Management Strategists, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Innovative Management Strategists, LLC's Innovative Management Strategists, LLC 401(k) Profit Sharing Plan held $1.2M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Latonya Dunlow signed Innovative Management Strategists, LLC's 2024 Form 5500 as plan administrator.

Latonya Dunlow — 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 Management Strategists, LLC's EIN is 71-1015923.

EIN 71-1015923

Plan number 001

Plan year 2024

ACK ID 20250613153031NAL0015761075001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Innovative Management Strategists, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 MANAGEMENT STRATEGISTS, LLC.

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Plan health score

Above-average plan

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

Knocking points off