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  2. ACADEMIC INNOVATIONS, LLC
Sponsor portfolio

ACADEMIC INNOVATIONS, LLC

EIN 80-0772702-publishing-Latest filing 2025
Plans
2
Retirement
2
$825K assets
Welfare
0
Participants
29
640 E 700 S, SUITE 203 - ST. GEORGE, UT 84770435-673-0843academicinnovations.comLinkedIn11-50 employeespublishing
Plans on this EIN
2 filings
#003ProfitSharing-$711K - 21 part#004CashBalance-$114K - 8 part

Retirement portfolio analytics

2 plans aggregated / $825K assets / 29 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • PROFIT SHARING PLAN (#003)86%
  • CASH BALANCE PENSION (#004)14%
Total $825KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#003)21
  • CASH BALANCE PENSION (#004)8
Total 29Click 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#003

ACADEMIC INNOVATIONS, LLC PROFIT SHARING PLAN

ProfitSharing

Assets$711K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

ACADEMIC INNOVATIONS, LLC CASH BALANCE PENSION PLAN

CashBalance

Assets$114K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003ACADEMIC INNOVATIONS, LLC PROFIT SHARING PLANProfitSharing$711K212025
004ACADEMIC INNOVATIONS, LLC CASH BALANCE PENSION PLANCashBalance$114K82025
Retirement plans
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