Jermey Byford signed Innovation Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Innovation Industries, Inc.'s EIN is 85-0217437.
Download the official 2024 Form 5500 (PDF) for Innovation Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Innovation Industries, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN LIFESTRAT CONSERV GR - INV | Registered Investment Companies | — | — | $6.1M | 21.0% | |
| VANGUARD LIFESTRATEGY MOD GROW | Registered Investment Companies | — | — | $4.1M | 14.3% | |
| INV STABLE VALUE RETIREMENT 5 INVESCO TRUST CO · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $4.1M | 14.1% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $2.4M | 8.2% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $2.3M | 8.0% | |
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $2.3M | 8.0% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $1.1M | 3.7% | |
| BLACKROCK EQUITY DIVIDEND K | Registered Investment Companies | — | — | $881K | 3.0% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $541K | 1.9% | |
| BR GLOB ALLOC K | Registered Investment Companies | — | — | $457K | 1.6% | |
| VAN LS INCOME - INV | Registered Investment Companies | — | — | $430K | 1.5% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $399K | 1.4% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $321K | 1.1% | |
| JPMORGAN GOV BOND R6 | Registered Investment Companies | — | — | $311K | 1.1% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $308K | 1.1% | |
| AMERCENT HERITAGE FUND - A | Registered Investment Companies | — | — | $296K | 1.0% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $291K | 1.0% | |
| LORD ABBETT DEVELOPING GR R6 | Registered Investment Companies | — | — | $283K | 1.0% | |
| VIRTUS NFJ SC VALUE INST | Registered Investment Companies | — | — | $263K | 0.9% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $222K | 0.8% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $203K | 0.7% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $183K | 0.6% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $181K | 0.6% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $151K | 0.5% | |
| INVESCO DEVELOPING MKTS R6 | Registered Investment Companies | — | — | $130K | 0.4% | |
| LAZARD INTL EQ PORT INST | Registered Investment Companies | — | — | $93K | 0.3% | |
| MFS GLOBAL EQ - R4 | Registered Investment Companies | — | — | $79K | 0.3% | |
| AB GLOBAL BOND Z | Registered Investment Companies | — | — | $23K | <0.1% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $9K | <0.1% | |
| TCW CORE FIXED INCOME I | Registered Investment Companies | — | — | $8K | <0.1% | |
| AMERFUNDS 2015 TARG DATERET R6 177 REGISTERED INVESTMENT COMPANY MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $4K | <0.1% | |
| TEMPLETON FOREIGN FUND R6 | Registered Investment Companies | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $19K |
| — |
