The Innovation Institute, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Innovation Institute, LLC (EIN 900745066)
  • Plan Type: 401(k)
  • Total Participants: 126
  • Total Assets: $24.6M
  • Sponsor State: CA

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024126$24.6M$431,304$1.0M
2023133$23.1M$412,676$1.2M
2022358$29.2M$1.0M$2.3M

Service Providers

  • BAKER TILLY, US, LLP — Accountant / Independent Qualified Public Accountant

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