How big is The Innovative CPA Group LLC's plan?

The Innovative CPA Group LLC's plan reported $3.0M in assets and 43 participants for 2024.

Original filing (PDF)20250630170840NAL0006388195001

The Innovative CPA Group LLC

Name: The Innovative CPA Group LLC — The Innovative CPA, Form 5500 (2024)
Creator: The Innovative CPA Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Innovative CPA Group LLC 401(k) Profit Sharing Plan

401(k) retirement plan · The Innovative CPA Group LLC's The Innovative CPA Group LLC 401(k) Profit Sharing Plan held $3.0M in plan assets for 43 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Nick Rice signed The Innovative CPA Group LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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

The Innovative CPA Group LLC's EIN is 81-4236823.

EIN 81-4236823

Plan number 001

Plan year 2024

ACK ID 20250630170840NAL0006388195001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Innovative CPA Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Innovative CPA Group LLC'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 THE INNOVATIVE CPA GROUP 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