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Original filing (PDF)20250929091747NAL0011098337001
INNOVATIVE EMERGENCY MANAGEMENT INC .
Form 5500
FILING_RECEIVED
INNOVATIVE EMERGENCY MANAGEMENT, INC. PUERTO RICO RETIREMENT SAVINGS PLAN
Defined-contribution retirement plan
Active participants
314
Accounts w/ balance
331
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (26 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INNOVATIVE EMERGENCY MANAGEMENT INC ..
Plan sponsor
Name
INNOVATIVE EMERGENCY MANAGEMENT INC .
EIN
72-1045884
Address
2801 SLATER RD STE 110 · MORISVILLE, NC · 27560
Phone
(919) 237-7481
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3C · Not intended to be qualified
Audit & trust (Schedule H)
Auditor
GALINDEZ LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BPPR- POPULAR FIDUCIARY SERVICES | — | SAN JUAN, PR | RECORDKEEPING & TRUSTEE | $9K | — |
Investments
23 direct securities· $3.2M(91% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2040 Fund Equity mutual fund, 54,632 shares | — | — | — | $629K | 17.8% | |
| Fidelity Freedom 2050 Fund Equity mutual fund, 38,367 shares | — | — | — | $525K | 14.9% | |
| Fidelity Freedom 2055 Fund Equity mutual fund, 26,056 shares | — | — | — | $413K | 11.7% | |
| Fidelity Freedom 2045 Fund Equity mutual fund, 28,548 shares | — | — | — | $385K | 10.9% | |
| Fidelity Freedom 2060 Fund Equity mutual fund, 20,195 shares | — | — | — | $294K | 8.3% | |
| Fidelity Freedom 2030 Fund Equity mutual fund, 15,019 shares | — | — | — | $264K | 7.5% | |
| Fidelity Freedom 2035 Fund Equity mutual fund, 13,594 shares | — | — | — | $213K | 6.0% | |
| Fidelity Blue Chip Growth Fund Equity mutual fund, 813 shares | — | — | — | $185K | 5.2% | |
| Fidelity Spartan 500 Index Fund Equity mutual fund, 460 shares | — | — | — | $94K | 2.7% | |
| Fidelity Freedom 2025 Fund Equity mutual fund, 6,573 shares | — | — | — | $90K | 2.5% | |
| Principal Smallcap Growth Fund Equity mutual fund, 2,493 shares | — | — | — | $26K | 0.7% | |
| Cohen & Steers Real Estate Securities Fund Equity mutual fund, 911 shares | — | — | — | $16K | 0.4% | |
| Fidelity Total Bond Fund Fixed income mutual fund, 1,619 shares | — | — | — | $15K | 0.4% | |
| Fidelity Spartan US Bond Index Fund Fixed income mutual fund, 1,115 shares | — | — | — | $11K | 0.3% | |
| Vanguard Federal Money Market Money market fund, 11,049 shares | — | — | — | $11K | 0.3% | |
| Fidelity International Growth Fund Equity mutual fund, 536 shares | — | — | — | $11K | 0.3% | |
| Franklin Rising Dividends Fund Equity mutual fund, 114 shares | — | — | — | $10K | 0.3% | |
| Fidelity Balanced Fund Equity mutual fund, 312 shares | — | — | — | $9K | 0.3% | |
| Fidelity Low-Priced Stock Fund Equity mutual fund, 199 shares | — | — | — | $8K | 0.2% | |
| American Beacon Small Cap Fund Equity mutual fund, 7 shares ** 166 Carillon Eagle Mid Cap Growth Fund Equity mutual fund, 77 shares | — | — | — | $6K | 0.2% | |
| Blackrock Inflation Protected Bond Institutional Fund Fixed income mutual fund, 513 shares | — | — | — | $5K | 0.1% | |
| Spartan International Index Fund Equity mutual fund, 91 shares | — | — | — | $4K | 0.1% | |
| MFS Value Fund Equity mutual fund, 3 shares ** 165 New World Fund Equity mutual fund, 45 shares | — | — | — | $3K | <0.1% |
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