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

Innovative Wealth Planning, LLC's plan reported $1.8M in assets and 3 participants for 2025.

Original filing (PDF)20260506135408NAL0001548115001

Innovative Wealth Planning, LLC

Name: Innovative Wealth Planning, LLC — Innovative Wealth, Form 5500 (2025)
Creator: Innovative Wealth Planning, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Innovative Wealth Planning 401(k) Plan

401(k) retirement plan · Innovative Wealth Planning, LLC's Innovative Wealth Planning 401(k) Plan held $1.8M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Adriane Callinan signed Innovative Wealth Planning, LLC's 2025 Form 5500 as plan administrator.

Adriane Callinan — 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 Planning, LLC's EIN is 99-1776967.

EIN 99-1776967

Plan number 001

Plan year 2025

ACK ID 20260506135408NAL0001548115001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Innovative Wealth Planning, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Innovative Wealth Planning, LLC'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 INNOVATIVE WEALTH PLANNING, 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