How big is Innealta Capital, LLC's plan?

Innealta Capital, LLC's plan reported $948K in assets and 4 participants for 2025.

Original filing (PDF)20260406220302NAL0010708018075

Innealta Capital, LLC

Name: Innealta Capital, LLC — Innealta Capital 401(k) Plan, Form 5500 (2025)
Creator: Innealta Capital, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Innealta Capital 401(k) Plan

401(k) retirement plan · Innealta Capital, LLC's Innealta Capital 401(k) Plan held $948K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$948K

Net assets (EOY)

$948K

People on this filing

Elantha Barry signed Innealta Capital, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Innealta Capital, LLC's EIN is 82-3587641.

EIN 82-3587641

Plan number 001

Plan year 2025

ACK ID 20260406220302NAL0010708018075

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Innealta Capital, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Innealta Capital, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INNEALTA CAPITAL, LLC.

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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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

INNEALTA CAPITAL, LLC

EIN

all filings

Address

13215 BEE CAVE PKWY. · BLDG. A, #240 · AUSTIN, TX · 78738

Phone

(737) 808-4640

Industry

Finance & Insurance

Plan administrator