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Sponsor portfolio

INNOVATIVE ONE GROUP, INC.

EIN 86-1647143-Information-Latest filing 2025
Plans
2
Retirement
2
$19.8M assets
Welfare
0
Participants
152
13605 W. 109TH STREET - OVERLAND PARK, KS 66215913-492-0770
Plans on this EIN
2 filings
#002ESOP-$15.2M - 73 part#001401k-$4.6M - 79 part

Retirement portfolio analytics

2 plans aggregated / $19.8M assets / 152 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • EMPLOYEE STOCK OWNERSHIP (#002)77%
  • GROUP, INC. 401(K) (#001)23%
Total $19.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GROUP, INC. 401(K) (#001)79
  • EMPLOYEE STOCK OWNERSHIP (#002)73
Total 152Click 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#002

INNOVATIVE ONE GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$15.2M
Participants73
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

INNOVATIVE ONE GROUP, INC. 401(K) PLAN

401k

Assets$4.6M
Participants79
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002INNOVATIVE ONE GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$15.2M732024
001INNOVATIVE ONE GROUP, INC. 401(K) PLAN401k$4.6M792025
Retirement plans
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