How big is Innovator Capital Management LLC's plan?

Innovator Capital Management LLC's plan reported $4.6M in assets and 55 participants for 2024.

Original filing (PDF)20250925095107NAL0019100722001

Innovator Capital Management LLC

Name: Innovator Capital Management LLC — Innovator Capital, Form 5500 (2024)
Creator: Innovator Capital Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Innovator Capital Management LLC - 401(k)

401(k) retirement plan · Innovator Capital Management LLC's Innovator Capital Management LLC - 401(k) held $4.6M in plan assets for 55 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

People on this filing

Kathleen Meyer signed Innovator Capital Management LLC's 2024 Form 5500 as plan administrator.

Kathleen Meyer — 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

Innovator Capital Management LLC's EIN is 81-5318387.

EIN 81-5318387

Plan number 001

Plan year 2024

ACK ID 20250925095107NAL0019100722001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Innovator Capital Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Innovator Capital Management 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 INNOVATOR CAPITAL MANAGEMENT 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

Helping the score