How big is Innovation Specialties' plan?

Innovation Specialties' plan reported $6.5M in assets and 136 participants for 2024.

Original filing (PDF)20250715135719NAL0002175201003

Innovation Specialties

Name: Innovation Specialties — Innovation Specialties, Form 5500 (2024)
Creator: Innovation Specialties
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Innovation Specialties 401(k) Profit Sharing Plan

401(k) retirement plan · Innovation Specialties' Innovation Specialties 401(k) Profit Sharing Plan held $6.5M in plan assets for 136 participants in 2024.

Signals · 1

No auditor on file

Active participants

136

Accounts w/ balance

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

Plan identifiers

Innovation Specialties' EIN is 95-3345974.

EIN 95-3345974

Plan number 001

Plan year 2024

ACK ID 20250715135719NAL0002175201003

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Innovation Specialties' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score