How big is IVIZ Group DBA Truoi's plan?

IVIZ Group DBA Truoi's plan reported $3.0M in assets and 23 participants for 2023.

Original filing (PDF)20240620102232NAL0000781875001

IVIZ Group DBA Truoi

Name: IVIZ Group DBA Truoi — IVIZ Group 401(k) Plan, Form 5500 (2023)
Creator: IVIZ Group DBA Truoi
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

IVIZ Group 401(k) Plan

401(k) retirement plan · IVIZ Group DBA Truoi's IVIZ Group 401(k) Plan held $3.0M in plan assets for 23 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Kelly Rose signed IVIZ Group DBA Truoi's 2023 Form 5500 as plan administrator.

Kelly Rose — 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

IVIZ Group DBA Truoi's EIN is 20-1199283.

EIN 20-1199283

Plan number 001

Plan year 2023

ACK ID 20240620102232NAL0000781875001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for IVIZ Group DBA Truoi from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

IVIZ Group DBA Truoi's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

IVIZ GROUP DBA TRUOI

EIN

all filings

Address

888 W BIG BEAVER RD SUITE 200 · TROY, MI · 48084

Phone

(248) 528-7195

Industry

Software Publishers· Information / Tech / Media

Plan administrator