How big is Innes Associates Ltd.'s plan?

Innes Associates Ltd.'s plan reported $258K in assets and 7 participants for 2024.

Original filing (PDF)20250709095536NAL0005553505002

Innes Associates Ltd.

Name: Innes Associates Ltd. — Innes Associates Retirement, Form 5500 (2024)
Creator: Innes Associates Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Innes Associates Retirement Trust

401(k) retirement plan · Innes Associates Ltd.'s Innes Associates Retirement Trust held $258K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$258K

Net assets (EOY)

$258K

People on this filing

Plan Sponsor signed Innes Associates Ltd.'s 2024 Form 5500 as plan administrator.

Plan Sponsor — 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

Innes Associates Ltd.'s EIN is 85-3721675.

EIN 85-3721675

Plan number 001

Plan year 2024

ACK ID 20250709095536NAL0005553505002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Innes Associates Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Innes Associates Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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