Plan Snapshot
- Plan Sponsor: Innovative Financial Partners, LLC
- Sponsor EIN: 010814272
- Sponsor Address: 12000 N. PECOS STREET, WESTMINSTER, CO, 80234
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $1.4M
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 | 3 | $1.4M | $6,953 | $51,017 |
| 2023 | 3 | $1.2M | $44,570 | $45,033 |
| 2022 | 2 | $900,707 | $42,345 | $33,939 |