Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Innovative Investment Professionals, Inc.
EIN 73-1645064Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$121K assets
Welfare
0
Participants
10
4101 BARBARA LOOP SE, SUITE B - RIO RANCHO, NM 87124505-896-1348
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $121K assets / 10 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
INNOVATIVE INVESTMENT PROFESSIONALS CASH BALANCE PLAN
Cash balance
Assets$108K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
INNOVATIVE INVESTMENT PROFESSIONALS 401(K) PLAN
401(k)
Assets$13K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | INNOVATIVE INVESTMENT PROFESSIONALS CASH BALANCE PLAN | Cash balance | $108K | 5 | 2025 | |
| 001 | INNOVATIVE INVESTMENT PROFESSIONALS 401(K) PLAN | 401(k) | $13K | 5 | 2025 |
Retirement plans