How big is Innovative Strategies Incorporated's plan?

Innovative Strategies Incorporated's plan reported $9.9M in assets and 22 participants for 2024.

Original filing (PDF)20250812140937NAL0008068705001

Innovative Strategies Incorporated

Name: Innovative Strategies Incorporated — Innovative, Form 5500 (2024)
Creator: Innovative Strategies Incorporated
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Innovative Strategies Incorporated 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Innovative Strategies Incorporated's Innovative Strategies Incorporated 401(k) Profit Sharing Plan and Trust held $9.9M in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.9M

Net assets (EOY)

$9.9M

Plan identifiers

Innovative Strategies Incorporated's EIN is 76-0386949.

EIN 76-0386949

Plan number 001

Plan year 2024

ACK ID 20250812140937NAL0008068705001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Innovative Strategies Incorporated from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Innovative Strategies Incorporated'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 INNOVATIVE STRATEGIES INCORPORATED.

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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