How big is IBEX Financial Services, LLC's plan?

IBEX Financial Services, LLC's plan reported $234K in assets and 6 participants for 2024.

Original filing (PDF)20251009160018NAL0004069747001

IBEX Financial Services, LLC

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

Form 5500-SF

FILING_RECEIVED

IBEX Financial Services, LLC 401(k) Plan

401(k) retirement plan · IBEX Financial Services, LLC's IBEX Financial Services, LLC 401(k) Plan held $234K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$234K

Net assets (EOY)

$234K

People on this filing

Richard Tatum signed IBEX Financial Services, LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

IBEX Financial Services, LLC's EIN is 20-2570077.

EIN 20-2570077

Plan number 001

Plan year 2024

ACK ID 20251009160018NAL0004069747001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

IBEX Financial Services, LLC'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 IBEX FINANCIAL 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