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  1. Companies/
  2. Innovative Wealth Building, LLC

Filings through Oct 24, 2026.

Innovative Wealth Building, LLC

EIN 86-2771820-financial services-Latest filing 2025
Plans
1
Retirement
1
$758K assets
Health & Benefits
0
Participants
15
23567 OAK VIEW DRIVE - CALIFORNIA, MD 20619202-909-6721innovativewealthbuilding.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$758K - 15 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

INNOVATIVE WEALTH BUILDING, LLC 401(K) PLAN

401(k)

Assets$758K
Participants15
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001INNOVATIVE WEALTH BUILDING, LLC 401(K) PLAN401(k)$758K152025
  • INNOVATIVE WEALTH BUILDING, LLC 401(K) PLAN$758K
    #001 · 401(k) · 202515
Retirement plans
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