How big is Investment Advisory Group's plan?

Investment Advisory Group's plan reported $1.6M in assets and 2 participants for 2024.

Original filing (PDF)20250624122728NAL0010342736001

Investment Advisory Group

Name: Investment Advisory Group — Investment Advisory, Form 5500 (2024)
Creator: Investment Advisory Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Investment Advisory Group 401(k) P/S Plan

401(k) retirement plan · Investment Advisory Group's Investment Advisory Group 401(k) P/S Plan held $1.6M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Jay Richards signed Investment Advisory Group's 2024 Form 5500 as plan administrator.

Jay Richards — 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

Investment Advisory Group's EIN is 04-3525191.

EIN 04-3525191

Plan number 001

Plan year 2024

ACK ID 20250624122728NAL0010342736001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Investment Advisory Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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