Sponsor portfolio
INNOVATIVE FINANCIAL, LLC
EIN 20-0044861Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$150K assets
Welfare
0
Participants
4
355 S. TELLER ST, SUITE 200 - LAKEWOOD, CO 80226303-275-7170
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INNOVATIVE FINANCIAL 401(K) PLAN | 401k | $150K | 4 | 2025 |
Retirement plans