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 50% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
n/a
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INNOVATIVE HEALTH MANAGEMENT PARTNER LLC.
Plan sponsor
Name
INNOVATIVE HEALTH MANAGEMENT PARTNER LLC
EIN
81-1675715
Address
22 CORPORATE PLAZA DRIVE · NEWPORT BEACH, CA · 92660
Phone
(949) 722-5030
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
021
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-09-30
Filed
2023-04-24
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
