How big is Innov8 CPAS PLLC's plan?

Innov8 CPAS PLLC's plan reported $552K in assets and 2 participants for 2024.

Original filing (PDF)20250711201822NAL0018122450001

Innov8 CPAS PLLC

Name: Innov8 CPAS PLLC — Innov8 CPAS PLLC Retirement Trust, Form 5500 (2024)
Creator: Innov8 CPAS PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Innov8 CPAS PLLC Retirement Trust

401(k) retirement plan · Innov8 CPAS PLLC's Innov8 CPAS PLLC Retirement Trust held $552K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$552K

Net assets (EOY)

$552K

People on this filing

Wendy Wixson signed Innov8 CPAS PLLC's 2024 Form 5500 as plan administrator.

Wendy Wixson — 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

Innov8 CPAS PLLC's EIN is 85-1859500.

EIN 85-1859500

Plan number 001

Plan year 2024

ACK ID 20250711201822NAL0018122450001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Innov8 CPAS PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Innov8 CPAS PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INNOV8 CPAS PLLC.

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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 (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

INNOV8 CPAS PLLC

EIN

all filings

Address

2950 NEWMARKET ST · STE 101 - 340 · BELLINGHAM, WA · 98226

Phone

(360) 483-2005

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator