How big is Innivee Strategies' plan?

Innivee Strategies' plan reported $540K in assets and 3 participants for 2025.

Original filing (PDF)20260422220943NAL0002218403082

Innivee Strategies

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

Form 5500-SF

FILING_RECEIVED

Innivee Strategies 401(k) Plan

401(k) retirement plan · Innivee Strategies' Innivee Strategies 401(k) Plan held $540K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$540K

Net assets (EOY)

$540K

Plan identifiers

Innivee Strategies' EIN is 84-5033052.

EIN 84-5033052

Plan number 001

Plan year 2025

ACK ID 20260422220943NAL0002218403082

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Innivee Strategies from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Innivee Strategies' 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 INNIVEE STRATEGIES.

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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 (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

INNIVEE STRATEGIES

EIN

all filings

Address

7500 MONTPELIER ROAD, SUITE 110 · LAUREL, MD · 20723

Phone

(301) 318-1483

Industry

Professional & Technical Services

Plan administrator