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Original filing (PDF)20251013090609NAL0002153810001
INNOVATION LABS INC.
Form 5500
FILING_RECEIVED
INNOVATION LABS INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
160
Accounts w/ balance
180
Plan assets (EOY)
$4.4M
Net assets (EOY)
$4.4M
How this plan invests
This plan
70 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
60
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
Helping the score
- Below-peer total fees (3 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INNOVATION LABS INC..
Plan sponsor
Name
INNOVATION LABS INC.
EIN
83-2742812
Address
1111 MACARTHUR BLVD · MAHWAH, NJ · 07430
Phone
(551) 282-7391
Industry
Manufacturingsee 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
2025-10-13
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
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $1K | — |
Investments
70 direct securities· $6.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 500 Index Fund Mutual Fund | — | — | — | $617K | 13.9% | |
| Nuveen Lifecycle Index 2050 Mutual Fund | — | — | — | $551K | 12.4% | |
| Nuveen Lifecycle Index 2045 Mutual Fund | — | — | — | $483K | 10.9% | |
| Nuveen Lifecycle Index 2030 Mutual Fund | — | — | — | $420K | 9.5% | |
| Nuveen Lifecycle Index 2060 Mutual Fund | — | — | — | $373K | 8.4% | |
| Nuveen Lifecycle Index 2055 Mutual Fund | — | — | — | $372K | 8.4% | |
| Nuveen Lifecycle Index 2035 Mutual Fund | — | — | — | $361K | 8.1% | |
| 500 Index Fund | — | — | $270K | $270K | 6.1% | |
| Nuveen Lifecycle Index 2055 | — | — | $259K | $259K | 5.8% | |
| Nuveen Lifecycle Index 2060 | — | — | $246K | $246K | 5.5% | |
| Nuveen Lifecycle Index 2040 Mutual Fund | — | — | — | $244K | 5.5% | |
| Nuveen Lifecycle Index 2050 | — | — | $216K | $216K | 4.9% | |
| Nuveen Lifecycle Index 2025 Mutual Fund | — | — | — | $160K | 3.6% | |
| Nuveen Lifecycle Index 2045 | — | — | $146K | $146K | 3.3% | |
| Nuveen Lifecycle Index 2040 | — | — | $131K | $131K | 3.0% | |
| Nuveen Lifecycle Index 2035 | — | — | $127K | $127K | 2.9% | |
| Nuveen Lifecycle Index 2065 Mutual Fund | — | — | — | $124K | 2.8% | |
| AF American Balanced Fund Mutual Fund | — | — | — | $116K | 2.6% | |
| Money Market Fund Mutual Fund | — | — | — | $91K | 2.1% | |
| BlackRock Health Sciences Opp Mutual Fund | — | — | — | $90K | 2.0% | |
| Nuveen Large-Cap Value Index Mutual Fund | — | — | — | $80K | 1.8% | |
| Nuveen Lifecycle Index 2065 | — | — | $77K | $77K | 1.7% | |
| Nuveen Lifecycle Index 2030 | — | — | $76K | $76K | 1.7% | |
| Nuveen Large-Cap Growth Index Mutual Fund | — | — | — | $58K | 1.3% | |
| Fidelity International Index Mutual Fund | — | — | — | $54K | 1.2% | |
| American Funds New Perspecitve Mutual Fund | — | — | — | $48K | 1.1% | |
| BlackRock Health Sciences Opp | — | — | $46K | $46K | 1.0% | |
| T. Rowe Price Sci & Tech Mutual Fund | — | — | — | $46K | 1.0% | |
| Nuveen Small-Cap Blend Index Mutual Fund | — | — | — | $42K | 0.9% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $40K | 0.9% | |
| Nuveen Lifecycle Index 2025 | — | — | $37K | $37K | 0.8% | |
| Nuveen Small-Cap Blend Index | — | — | $27K | $27K | 0.6% | |
| Investment Funds AF American Balanced Fund | — | — | $27K | $27K | 0.6% | |
| Nuveen Large-Cap Value Index | — | — | $27K | $27K | 0.6% | |
| Nuveen Lifecycle Index 2060 | — | — | $165K | $25K | 0.6% | |
| T. Rowe Price Sci & Tech | — | — | $25K | $25K | 0.6% | |
| iShares Gold Trust ETF Mutual Fund | — | — | — | $25K | 0.6% | |
| Nuveen Large-Cap Growth Index | — | — | $21K | $21K | 0.5% | |
| Fidelity International Index | — | — | $18K | $18K | 0.4% | |
| Nuveen Lifecycle Index 2050 | — | — | $109K | $15K | 0.3% | |
| 500 Index Fund | — | — | $60K | $14K | 0.3% | |
| Financial Industries Fund Mutual Fund | — | — | — | $14K | 0.3% | |
| T. Rowe Price Sci & Tech | — | — | $31K | $10K | 0.2% | |
| American Funds New Perspective | — | — | $10K | $10K | 0.2% | |
| Fidelity Mid Cap Index Fund | — | — | $10K | $10K | 0.2% | |
| Nuveen Lifecycle Index 2045 | — | — | $35K | $8K | 0.2% | |
| iShares Gold Trust ETF | — | — | $8K | $8K | 0.2% | |
| Nuveen Lifecycle Index 2065 | — | — | $41K | $7K | 0.2% | |
| American Funds New World Fund Mutual Fund | — | — | — | $7K | 0.2% | |
| Nuveen Large-Cap Growth Index | — | — | $21K | $6K | 0.1% | |
| Nuveen Lifecycle Index 2025 | — | — | $38K | $6K | 0.1% | |
| Nuveen Lifecycle Index 2055 | — | — | $46K | $6K | 0.1% | |
| BlackRock Health Sciences Opp | — | — | $58K | $6K | 0.1% | |
| Nuveen Lifecycle Index 2020 | — | — | $6K | $5K | 0.1% | |
| Nuveen Lifecycle Index 2035 | — | — | $5K | $4K | <0.1% | |
| Nuveen Lifecycle Index 2040 | — | — | $23K | $4K | <0.1% | |
| Nuveen Large-Cap Value Index | — | — | $21K | $4K | <0.1% | |
| Investment Funds AF American Balanced Fund | — | — | $4K | $4K | <0.1% | |
| Nuveen Lifecycle Index 2030 | — | — | $32K | $3K | <0.1% | |
| American Funds New Perspective | — | — | $15K | $3K | <0.1% | |
| Nuveen Lifecycle Index 2020 | — | — | $3K | $3K | <0.1% | |
| Fidelity Mid Cap Index Fund | — | — | $14K | $2K | <0.1% | |
| iShares Gold Trust ETF | — | — | $6K | $2K | <0.1% | |
| American Funds New World Fund | — | — | $2K | $2K | <0.1% | |
| Financial Industries Fund | — | — | $2K | $2K | <0.1% | |
| Nuveen Small-Cap Blend Index | — | — | $9K | $2K | <0.1% | |
| Financial Industries Fund | — | — | $4K | $1K | <0.1% | |
| Fidelity International Index | — | — | $10K | $1K | <0.1% | |
| Money Market Fund | — | — | $43K | $1K | <0.1% | |
| Nuveen Lifecycle Index 2020 Mutual Fund | — | — | — | $1K | <0.1% |
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