· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
INNOVATION REALTY PARTNERS, LLC — INNOVATION REALTY PARTNERS 401(K) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250722165514NAL0007696098002
INNOVATION REALTY PARTNERS, LLC
Form 5500-SF
FILING_RECEIVED
INNOVATION REALTY PARTNERS 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
2
Plan assets (EOY)
$239K
Net assets (EOY)
$239K
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
INNOVATION REALTY PARTNERS, LLC
.
Find decision makers
Plan sponsor
Name
INNOVATION REALTY PARTNERS, LLC
EIN
81-2085687
Address
127 BELLEVUE WAY SE · SUITE 108 · BELLEVUE, WA · 98004
Phone
(503) 701-2062
Industry
Real Estate
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
2025-07-22
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
SEVEN D VENTURES, LLC
SEVEN D VENTURES, LLC 401K PROFIT SHARING PLAN
$239K · 2 participants
TITLEIST VENTURES, LLC
TGC GROUP 401(K) PLAN
$240K · 123 participants
RELIANCE ESCROW, INC.
RELIANCE ESCROWS, INC. 401(K) PLAN
$240K · 8 participants
KPL DEVELOPMENT, INC.
KPL DEVELOPMENT 401(K) PLAN
$240K · 6 participants
POSITIVELY BALANCED, LLC
POSITIVELY BALANCED, LLC 401(K) PLAN
$239K · 33 participants
80
Knocking points off
67% balance-to-active ratio — below typical for a healthy 401(k).
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.
CLEAR SKIES PEST ELIMINATION
ERIC OLIVER SCHMITZ 401(K) PLAN
$240K · 3 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants
