Original filing (PDF)20251001082711NAL0013948928001

INNERVIEW GROUP, LLC

Name: INNERVIEW GROUP, LLC — INNERVIEW GROUP, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: INNERVIEW GROUP, LLC

Form 5500-SF

FILING_RECEIVED

INNERVIEW GROUP, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$460K

Net assets (EOY)

$460K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INNERVIEW GROUP, LLC.

Plan sponsor

Name

INNERVIEW GROUP, LLC

EIN

82-3430547

Address

ONE BELMONT AVENUE - SUITE 412 · BALA CYNWYD, PA · 19004

Phone

(844) 446-2483

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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