Original filing (PDF)20250910144756NAL0013503299001

IB GROUP MANAGEMENT, LLC

Name: IB GROUP MANAGEMENT, LLC — IB GROUP MANAGEMENT, LLC DEFINED BENEFIT PLAN, Form 5500 (2023)
Creator: IB GROUP MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

IB GROUP MANAGEMENT, LLC DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IB GROUP MANAGEMENT, LLC.

Plan sponsor

Name

IB GROUP MANAGEMENT, LLC

EIN

06-1580697

Address

54 SASCO HILL ROAD · FAIRFIELD, CT · 06824

Phone

(203) 258-9869

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-12-01

Tax period

2024-11-30

Filed

2025-09-10

Pension benefit codes

1A · Pay-related DB formula

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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