How big is Identity Group, LLC's plan?

Identity Group, LLC's plan reported $2.0M in assets and 2 participants for 2025.

Original filing (PDF)20260314144749NAL0009145264001

Identity Group, LLC

Name: Identity Group, LLC — Identity Group, LLC 401(k), Form 5500 (2025)
Creator: Identity Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Identity Group, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Identity Group, LLC's Identity Group, LLC 401(k) Profit Sharing Plan held $2.0M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Patrick Tomsen signed Identity Group, LLC's 2025 Form 5500 as plan administrator.

Patrick Tomsen — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Identity Group, LLC's EIN is 02-0566590.

EIN 02-0566590

Plan number 001

Plan year 2025

ACK ID 20260314144749NAL0009145264001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Identity Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Identity Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for IDENTITY GROUP, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

IDENTITY GROUP, LLC

EIN

all filings

Address

6111 C MAXTOWN ROAD · WESTERVILLE, OH · 43082

Phone

(614) 337-6167

Industry

Retail Trade

Plan administrator