Innovative Financial Partners, LLC 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Innovative Financial Partners, LLC
  • Sponsor EIN: 010814272
  • Sponsor Address: 12000 N. PECOS STREET, WESTMINSTER, CO, 80234
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 4
  • Total Assets: $2.0M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20254$2.0M$0$0
20243$1.4M$6,953$51,017
20233$1.2M$44,570$45,033
20222$900,707$42,345$33,939

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