How big is Innovative Wealth Building, LLC's plan?

Innovative Wealth Building, LLC's plan reported $699K in assets and 16 participants for 2024.

Original filing (PDF)20250627165401NAL0014043056001

Innovative Wealth Building, LLC

Name: Innovative Wealth Building, LLC — Innovative Wealth, Form 5500 (2024)
Creator: Innovative Wealth Building, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Innovative Wealth Building, LLC 401(k) Plan

401(k) retirement plan · Innovative Wealth Building, LLC's Innovative Wealth Building, LLC 401(k) Plan held $699K in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$699K

Net assets (EOY)

$699K

People on this filing

Shirley Horner signed Innovative Wealth Building, LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Innovative Wealth Building, LLC's EIN is 86-2771820.

EIN 86-2771820

Plan number 001

Plan year 2024

ACK ID 20250627165401NAL0014043056001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Innovative Wealth Building, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Innovative Wealth Building, LLC's 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 INNOVATIVE WEALTH BUILDING, LLC.

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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