· 2022–2024 · DOL EFAST2

ANALYTICS & DATA STRATEGIES — ANALYTICS & DATA STRATEGIES DBA INNOVATA 401(K) PLAN, Form 5500 (2024)

Original filing (PDF)20251010101903NAL0004497123001

ANALYTICS & DATA STRATEGIES

Form 5500-SF

FILING_RECEIVED

ANALYTICS & DATA STRATEGIES DBA INNOVATA 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

3

Accounts w/ balance

1

Plan assets (EOY)

$248K

Net assets (EOY)

$248K

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

65

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ANALYTICS & DATA STRATEGIES.

Plan sponsor

Name

ANALYTICS & DATA STRATEGIES

DBA

INNOVATA

EIN

82-2382805all filings

Address

6 NORTH MAIN ST. · FAIRPORT, NY · 14450

Phone

(585) 233-9133

Industry

Finance & Insurancesee 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

2025-10-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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