How big is IVY Realty Services, LLC's plan?

IVY Realty Services, LLC's plan reported $11.1M in assets and 30 participants for 2024.

Original filing (PDF)20250314102237NAL0035237776001

IVY Realty Services, LLC

Name: IVY Realty Services, LLC — IVY Realty Services, LLC, Form 5500 (2024)
Creator: IVY Realty Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

IVY Realty Services, LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · IVY Realty Services, LLC's IVY Realty Services, LLC 401(k) Profit Sharing Plan and Trust held $11.1M in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.1M

Net assets (EOY)

$11.1M

People on this filing

Miranda Schwehr signed IVY Realty Services, LLC's 2024 Form 5500 as plan administrator.

Miranda Schwehr — 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

IVY Realty Services, LLC's EIN is 20-1826316.

EIN 20-1826316

Plan number 001

Plan year 2024

ACK ID 20250314102237NAL0035237776001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for IVY Realty Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

IVY Realty Services, 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 IVY REALTY SERVICES, 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