Plan Snapshot
- Plan Sponsor: Innovative Capital Advisors, LLC
- Sponsor EIN: 134205519
- Sponsor Address: 200 W ADAMS STREET, CHICAGO, IL, 60606
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $559,015
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 5 | $559,015 | $0 | $55,167 |
| 2023 | 6 | $418,480 | $0 | $47,943 |
| 2022 | 7 | $293,844 | $0 | $42,849 |
| 2020 | 8 | $459,503 | $0 | $34,278 |
| 2019 | 7 | $367,232 | $883 | $12,395 |