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IFC PERSONAL MONEY MANAGERS, INC. — IFC PERSONAL MONEY MANAGERS, INC. CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251014114748NAL0005766226001
IFC PERSONAL MONEY MANAGERS, INC.
Form 5500-SF
FILING_RECEIVED
IFC PERSONAL MONEY MANAGERS, INC. CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$3K
Net assets (EOY)
$3K
Plan health score (directional)
85
/ 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
75
Total plan cost
75
Vendor stack
75
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
IFC PERSONAL MONEY MANAGERS, INC.
.
Find decision makers
Plan sponsor
Name
IFC PERSONAL MONEY MANAGERS, INC.
EIN
14-1632526
Address
441 WEST END AVENUE, SUITE 1 I · NEW YORK, NY · 10024
Phone
(212) 721-8713
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
1I · Frozen plan — no new benefit accrual
3D · Pre-approved plan (master / prototype / VS)
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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90
Knocking points off
Plan is frozen (1I) — no new benefit accrual.
No active participants reported but plan still holds assets.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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