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Sponsor portfolio

INNOVA EXAMS, INC

EIN 27-0611270-medical practice-Latest filing 2024
Plans
2
Retirement
2
$985K assets
Welfare
0
Participants
17
1355 LOGAN AVE.,, STE 1 - COSTA MESA, CA 92626800-735-1353innovaexams.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$576K - 10 part#002TraditionalDB-$409K - 7 part

Retirement portfolio analytics

2 plans aggregated / $985K assets / 17 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • INC. RETIREMENT TRUST (#001)58%
  • DEFINED BENEFIT PENSION (#002)42%
Total $985KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT TRUST (#001)10
  • DEFINED BENEFIT PENSION (#002)7
Total 17Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

INNOVA EXAMS, INC. RETIREMENT TRUST

401k

Assets$576K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

INNOVA EXAMS, INC. DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$409K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001INNOVA EXAMS, INC. RETIREMENT TRUST401k$576K102024
002INNOVA EXAMS, INC. DEFINED BENEFIT PENSION PLANTraditionalDB$409K72024
Retirement plans
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