· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
INNOVATIVE HOUSING INC — INNOVATIVE HOUSING RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20260220173426NAL0012492946001
INNOVATIVE HOUSING INC
Form 5500-SF
FILING_RECEIVED
INNOVATIVE HOUSING RETIREMENT PLAN
403(b) retirement plan
Active participants
23
Accounts w/ balance
17
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
INNOVATIVE HOUSING INC
.
Find decision makers
Plan sponsor
Name
INNOVATIVE HOUSING INC
EIN
93-0877440
Address
219 NW SECOND AVENUE · PORTLAND, OR · 97209
Phone
(503) 226-4368
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-02-20
Pension benefit codes
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
WOMEN'S INDEPENDENCE SCHOLARSH
403(B) THRIFT PLAN FOR EMPLOYEES OF WOMEN'S INDEPENDENCE SCHOLARSHIP PROGRAM, INC.
$1.4M · 4 participants
KENYON INTERNATIONAL EMERGENCY
KIES 401(K) PLAN
$1.4M · 4 participants
YOUTH SERVICE BUREAU, INC.
403(B) THRIFT PLAN FOR EMPLOYEES OF YOUTH SERVICE BUREAU, INC.
$1.4M · 8 participants
CALVARY WOMEN'S SERVICES
CALVARY WOMEN'S SERVICES 403(B) TRUST
$1.4M · 6 participants
BETTER WAY OF MIAMI, INC.
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF BETTER WAY OF MIAMI, INC.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Small plan (5500-SF) — Schedule H data not available.
$1.4M · 31 participants
TRAVAUX, INC.
TRAVAUX, INC. 401(K) & PROFIT SHARING PLAN
$1.4M · 134 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
